Position in WTRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,412,727
+$8,292,215 QoQ
Shares Held
245,699
+783.0% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#98
of 691 holders
Holding Since
Sep 2025
3 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, 2026CIBC Bancorp USA Inc. holds $121,191,364 across 4 Utilities - Regulated Water names. WTRG ranks #2 (7.8% of the industry book) .
All Filings in WTRG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,412,727 | 245,699 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,120,512 | 27,825 | Shares | Defined | 2026-05-12 | |
| 2025-09-30 | $401,074 | 10,052 | Shares | Defined | 2025-11-21 | |
| No filing history on record for this holder in this stock. | ||||||