Stone House Investment Management, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1696497
TUNKHANNOCK, PA
Position in WTRG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$459
-$24 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#674
of 691 holders
Holding Since
Mar 2023
7 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, 2026Stone House Investment Management, LLC holds $3,524 across 2 Utilities - Regulated Water names. WTRG ranks #2 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | YORW |
York Water Co
|
100 | $3,065 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
12 | $459 |
All Filings in WTRG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459 | 12 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $483 | 12 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $460 | 12 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $478 | 12 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $445 | 12 | Shares | Sole | 2025-08-06 | |
| 2023-06-30 | $4,390 | 110 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,757 | 109 | Shares | Sole | 2023-04-26 | |
| No filing history on record for this holder in this stock. | ||||||