Position in WTRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$67,655
-$3,461 QoQ
Shares Held
1,766
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#529
of 691 holders
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Mascoma Wealth Management LLC holds $67,655 across 1 Utilities - Regulated Water name. WTRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
1,766 | $67,655 |
All Filings in WTRG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,655 | 1,766 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $71,116 | 1,766 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $67,743 | 1,766 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $70,463 | 1,766 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $65,589 | 1,766 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $69,809 | 1,766 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $64,141 | 1,766 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $68,114 | 1,766 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $65,924 | 1,766 | Shares | Sole | 2024-08-02 | |
| 2023-03-31 | $17,765 | 407 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $19,378 | 406 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $16,758 | 405 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $18,523 | 404 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $20,605 | 403 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $21,583 | 402 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $18,478 | 401 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $17,855 | 399 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||