Position in WTRG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$16,205
-$829 QoQ
Shares Held
423
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#589
of 691 holders
Holding Since
Sep 2020
24 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, 2026Pinnacle Bancorp, Inc. holds $48,800 across 2 Utilities - Regulated Water names. WTRG ranks #2 (33.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWT |
California Water Service Group
|
670 | $32,595 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
423 | $16,205 |
All Filings in WTRG
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,205 | 423 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $17,034 | 423 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $16,226 | 423 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $16,877 | 423 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $15,710 | 423 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $16,721 | 423 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $15,363 | 423 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $16,315 | 423 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $15,790 | 423 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $15,672 | 423 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $15,799 | 423 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $14,521 | 423 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $16,881 | 423 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $18,463 | 423 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $20,189 | 423 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $17,503 | 423 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $19,394 | 423 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $21,627 | 423 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $22,710 | 423 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $19,491 | 423 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $19,331 | 423 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $18,929 | 423 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $20,003 | 423 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $17,025 | 423 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||