Position in WTRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,188,069
+$846,217 QoQ
Shares Held
31,012
+265.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#266
of 695 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Inspire Investing, LLC holds $5,147,702 across 9 Utilities - Regulated Water names. WTRG ranks #2 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
13,627 | $1,793,040 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
31,012 | $1,188,069 | |
| 3 | AWR |
American States Water Co
|
8,297 | $685,581 | |
| 4 | YORW |
York Water Co
|
22,034 | $675,342 | |
| 5 | MSEX |
Middlesex Water Co
|
11,993 | $673,526 | |
| 6 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
17,646 | $101,993 | |
| 7 | HTO |
H2o America
|
201 | $12,214 | |
| 8 | ARTNA |
Artesian Resources Corp
|
264 | $8,973 |
All Filings in WTRG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,188,069 | 31,012 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $341,852 | 8,489 | Shares | Sole | 2026-04-23 | |
| 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. | ||||||