Position in WTRG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$801,445
+$371,926 QoQ
Shares Held
20,920
+96.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#305
of 691 holders
Holding Since
Mar 2023
7 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Ridgewood Investments LLC holds $1,212,432 across 2 Utilities - Regulated Water names. WTRG ranks #1 (66.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
20,920 | $801,445 | |
| 2 | HTO |
H2o America
|
6,763 | $410,987 |
All Filings in WTRG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $801,445 | 20,920 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $429,519 | 10,666 | Shares | Sole | 2026-04-03 | |
| 2024-12-31 | $2,288 | 63 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $2,429 | 63 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $2,351 | 63 | Shares | Sole | 2024-07-29 | |
| 2023-06-30 | $2,514 | 63 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,749 | 63 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||