Position in WTRG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$297,055
-$12,339 QoQ
Shares Held
7,754
+0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#437
of 691 holders
Holding Since
Dec 2020
16 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, 2026CHOREO, LLC holds $1,516,470 across 3 Utilities - Regulated Water names. WTRG ranks #3 (19.6% of the industry book) .
All Filings in WTRG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,055 | 7,754 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $309,394 | 7,683 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $321,073 | 8,370 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $350,601 | 8,787 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $526,273 | 14,170 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $554,487 | 14,027 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $550,429 | 15,155 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $634,129 | 16,441 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $577,009 | 15,457 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $362,756 | 9,791 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $365,693 | 9,791 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $357,615 | 10,417 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $403,330 | 10,106 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $441,126 | 10,106 | Shares | Sole | 2023-05-15 | |
| 2021-12-31 | $215,565 | 4,015 | Shares | Sole | 2022-02-08 | |
| 2020-12-31 | $203,015 | 4,293 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||