Position in WTRG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$239,437
-$12,250 QoQ
Shares Held
6,250
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#464
of 693 holders
Holding Since
Dec 2022
15 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, 2026Fulcrum Capital LLC holds $1,318,787 across 2 Utilities - Regulated Water names. WTRG ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
8,203 | $1,079,350 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
6,250 | $239,437 |
All Filings in WTRG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,437 | 6,250 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $251,687 | 6,250 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $239,750 | 6,250 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $249,375 | 6,250 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $232,125 | 6,250 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $247,062 | 6,250 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $227,000 | 6,250 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $241,062 | 6,250 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $233,312 | 6,250 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $231,562 | 6,250 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $233,437 | 6,250 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $214,562 | 6,250 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $249,437 | 6,250 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $272,812 | 6,250 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $298,312 | 6,250 | Shares | Sole | 2023-01-24 | |
| No filing history on record for this holder in this stock. | ||||||