Anchor Investment Management, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1634149
COLUMBIA, SC
Position in WTRG
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$225,592
+$12,042 QoQ
Shares Held
5,602
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026Anchor Investment Management, LLC holds $724,899 across 3 Utilities - Regulated Water names. WTRG ranks #2 (31.1% of the industry book) .
All Filings in WTRG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $225,592 | 5,602 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $213,550 | 5,567 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $252,646 | 6,332 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $254,334 | 6,848 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $257,775 | 6,521 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $235,898 | 6,495 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $249,547 | 6,470 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $240,554 | 6,444 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $237,823 | 6,419 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $238,778 | 6,393 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $218,579 | 6,367 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $253,109 | 6,342 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $275,911 | 6,321 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $364,943 | 7,646 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $316,391 | 7,646 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $350,569 | 7,646 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $390,939 | 7,646 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $327,294 | 6,096 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $280,903 | 6,096 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $339,139 | 7,421 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $332,089 | 7,421 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $350,939 | 7,421 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $309,281 | 7,684 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $324,572 | 7,684 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $312,738 | 7,684 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||