CHARTER RESEARCH & INVESTMENT GROUP, INC.
Position in WTRG — Essential Utilities, Inc.
CIK 1666624
SOUTHPORT, CT
Position in WTRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$227,178
-$11,623 QoQ
Shares Held
5,930
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#471
of 693 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026CHARTER RESEARCH & INVESTMENT GROUP, INC. holds $227,178 across 1 Utilities - Regulated Water name. WTRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
5,930 | $227,178 |
All Filings in WTRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,178 | 5,930 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $238,801 | 5,930 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $227,474 | 5,930 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $236,607 | 5,930 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $220,240 | 5,930 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $234,412 | 5,930 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $215,377 | 5,930 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $228,720 | 5,930 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $221,366 | 5,930 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $219,706 | 5,930 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $221,485 | 5,930 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $203,576 | 5,930 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $236,666 | 5,930 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $258,844 | 5,930 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $283,038 | 5,930 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $245,383 | 5,930 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $271,890 | 5,930 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $303,200 | 5,930 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $318,381 | 5,930 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $273,254 | 5,930 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $271,001 | 5,930 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $265,367 | 5,930 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $280,429 | 5,930 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $238,682 | 5,930 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $250,483 | 5,930 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $241,351 | 5,930 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||