Position in WTRG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$490,649
+$146,982 QoQ
Shares Held
12,184
+36.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
8 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 Mar 31, 2026Inspire Investing, LLC holds $5,272,560 across 10 Utilities - Regulated Water names. WTRG ranks #6 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWCO |
Consolidated Water Co. Ltd.
|
52,813 | $1,749,166 | |
| 2 | AWK |
American Water Works Company, Inc.
|
9,232 | $1,256,382 | |
| 3 | AWR |
American States Water Co
|
6,904 | $522,080 | |
| 4 | YORW |
York Water Co
|
16,853 | $513,173 | |
| 5 | MSEX |
Middlesex Water Co
|
9,857 | $513,056 | |
| 6 | WTRG |
Essential Utilities, Inc.
This page
|
12,184 | $490,649 | |
| 7 | HTO |
H2o America
|
3,619 | $212,326 | |
| 8 | ARTNA |
Artesian Resources Corp
|
262 | $8,344 |
All Filings in WTRG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $490,649 | 12,184 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $343,667 | 8,959 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $854,179 | 21,408 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $543,989 | 14,647 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $321,418 | 8,131 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $265,608 | 7,313 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $292,746 | 7,590 | Shares | Sole | 2024-10-10 | |
| 2020-03-31 | $10,989 | 270 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||