Position in WTRG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$86,197
-$66,909 QoQ
Shares Held
2,250
-40.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#522
of 693 holders
Holding Since
Mar 2020
26 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, 2026Parallel Advisors, LLC holds $1,465,200 across 11 Utilities - Regulated Water names. WTRG ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
5,176 | $681,058 | |
| 2 | AWR |
American States Water Co
|
4,008 | $331,181 | |
| 3 | PCYO |
Pure Cycle Corp
|
20,000 | $214,200 | |
| 4 | WTRG |
Essential Utilities, Inc.
This page
|
2,250 | $86,197 | |
| 5 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
12,744 | $73,660 | |
| 6 | HTO |
H2o America
|
628 | $38,163 | |
| 7 | CWT |
California Water Service Group
|
438 | $21,308 | |
| 8 | MSEX |
Middlesex Water Co
|
140 | $7,862 |
All Filings in WTRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,197 | 2,250 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $153,106 | 3,802 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $143,006 | 3,728 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $148,029 | 3,710 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $93,258 | 2,511 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $95,148 | 2,407 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $99,008 | 2,726 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $114,321 | 2,964 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $86,717 | 2,323 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $92,217 | 2,489 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $90,013 | 2,410 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $63,647 | 1,854 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $71,478 | 1,791 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $77,871 | 1,784 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $83,575 | 1,751 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $67,035 | 1,620 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $68,133 | 1,486 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $81,450 | 1,593 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $94,064 | 1,752 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $95,477 | 2,072 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $73,485 | 1,608 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $68,691 | 1,535 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $75,900 | 1,605 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $71,806 | 1,784 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $90,773 | 2,149 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $87,952 | 2,161 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||