Synergy Asset Management, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1699080
VANCOUVER, WA
Position in WTRG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,532,750
-$724,327 QoQ
Shares Held
66,112
-18.3% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#202
of 691 holders
Holding Since
Sep 2024
8 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, 2026Synergy Asset Management, LLC holds $2,532,750 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
|
66,112 | $2,532,750 |
All Filings in WTRG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,532,750 | 66,112 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,257,077 | 80,881 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,062,048 | 79,824 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $9,343,741 | 234,179 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $1,926,748 | 51,878 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $5,088,380 | 128,722 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $5,375,686 | 148,009 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,961,674 | 76,787 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||