Position in WTRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$59,035
-$16,994 QoQ
Shares Held
1,541
-18.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#536
of 693 holders
Holding Since
Mar 2020
25 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, 2026Clearstead Trust, LLC holds $81,666 across 2 Utilities - Regulated Water names. WTRG ranks #1 (72.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
1,541 | $59,035 | |
| 2 | AWK |
American Water Works Company, Inc.
|
172 | $22,631 |
All Filings in WTRG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,035 | 1,541 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $76,029 | 1,888 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $84,583 | 2,205 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $59,850 | 1,500 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $65,217 | 1,756 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $59,295 | 1,500 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $54,480 | 1,500 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $57,855 | 1,500 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $55,995 | 1,500 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $55,575 | 1,500 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $56,025 | 1,500 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $51,495 | 1,500 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $125,117 | 3,135 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $136,842 | 3,135 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $149,108 | 3,124 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $158,485 | 3,830 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $68,775 | 1,500 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $76,695 | 1,500 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $80,535 | 1,500 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $69,120 | 1,500 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $68,550 | 1,500 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $70,935 | 1,500 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $60,375 | 1,500 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $63,360 | 1,500 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $61,050 | 1,500 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||