Position in WTRG
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$3,175,324
-$88,640 QoQ
Shares Held
82,885
+2.3% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#182
of 693 holders
Holding Since
Dec 2025
3 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, 2026Trilogy Capital Inc. holds $3,175,324 across 1 Utilities - Regulated Water name. WTRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
82,885 | $3,175,324 |
All Filings in WTRG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,175,324 | 82,885 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $3,263,964 | 81,052 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,088,056 | 80,502 | Shares | Sole | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||