Position in WTRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$397,006
-$621,297 QoQ
Shares Held
10,363
-59.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#392
of 693 holders
Holding Since
Jun 2020
7 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, 2026Neo Ivy Capital Management holds $397,006 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
|
10,363 | $397,006 |
All Filings in WTRG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,006 | 10,363 | Shares | Sole | 2026-08-14 | |
| 2023-06-30 | $1,018,303 | 25,515 | Shares | Sole | 2023-08-16 | |
| 2022-06-30 | $233,468 | 5,092 | Shares | Sole | 2022-08-16 | |
| 2021-12-31 | $27,972 | 521 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $232,427 | 5,044 | Shares | Sole | 2021-11-16 | |
| 2020-12-31 | $441,404 | 9,334 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $213,058 | 5,044 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||