Position in WTRG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$12,987
-$6,342 QoQ
Shares Held
339
-29.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#596
of 691 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Darwin Wealth Management, LLC holds $73,159 across 3 Utilities - Regulated Water names. WTRG ranks #2 (17.8% of the industry book) .
All Filings in WTRG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,987 | 339 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $19,329 | 480 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $18,374 | 479 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $24,179 | 606 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $8,356 | 225 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,894 | 225 | Shares | Sole | 2025-08-18 | |
| 2024-12-31 | $8,172 | 225 | Shares | Sole | 2025-09-02 | |
| 2024-09-30 | $28,271 | 733 | Shares | Sole | 2024-11-08 | |
| 2020-03-31 | $29,832 | 733 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||