Position in WTRG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$871,629
+$718,362 QoQ
Shares Held
22,752
+497.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#300
of 691 holders
Holding Since
Dec 2023
11 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, 2026BFSG, LLC holds $891,403 across 3 Utilities - Regulated Water names. WTRG ranks #1 (97.8% of the industry book) .
All Filings in WTRG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $871,629 | 22,752 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $153,267 | 3,806 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $148,414 | 3,869 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $154,373 | 3,869 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $75,097 | 2,022 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $57,437 | 1,453 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $43,220 | 1,190 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $45,898 | 1,190 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $17,283 | 463 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $18,673 | 504 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $18,824 | 504 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||