Position in WTRG
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$472,890
+$159,489 QoQ
Shares Held
11,743
+43.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026ELCO Management Co., LLC holds $4,158,542 across 9 Utilities - Regulated Water names. WTRG ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
13,179 | $1,793,529 | |
| 2 | AWR |
American States Water Co
|
6,297 | $476,178 | |
| 3 | WTRG |
Essential Utilities, Inc.
This page
|
11,743 | $472,890 | |
| 4 | YORW |
York Water Co
|
13,176 | $401,209 | |
| 5 | CWT |
California Water Service Group
|
6,463 | $293,032 | |
| 6 | HTO |
H2o America
|
4,472 | $262,372 | |
| 7 | ARTNA |
Artesian Resources Corp
|
7,765 | $247,315 | |
| 8 | GWRS |
Global Water Resources, Inc.
|
20,773 | $157,667 |
All Filings in WTRG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $472,890 | 11,743 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $313,401 | 8,170 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $450,949 | 11,302 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $478,957 | 12,896 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $579,904 | 14,670 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $419,568 | 11,552 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $713,621 | 18,502 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $685,080 | 18,352 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $679,941 | 18,352 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $470,385 | 12,594 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $462,562 | 13,474 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,061,525 | 26,598 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,206,180 | 27,633 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,154,540 | 24,189 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,190,543 | 28,771 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,351,474 | 29,476 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,521,986 | 29,767 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,870,613 | 34,841 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,352,862 | 29,359 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,196,014 | 26,171 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,639,416 | 36,635 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,769,685 | 37,422 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,971,123 | 48,972 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,939,238 | 45,910 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,106,510 | 27,187 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||