Position in WTRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,388
+$1,233 QoQ
Shares Held
480
+12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#585
of 693 holders
Holding Since
Mar 2020
21 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, 2026Larson Financial Group LLC holds $503,820 across 8 Utilities - Regulated Water names. WTRG ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
1,994 | $262,370 | |
| 2 | HTO |
H2o America
|
2,337 | $142,019 | |
| 3 | CWT |
California Water Service Group
|
784 | $38,141 | |
| 4 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
5,975 | $34,535 | |
| 5 | WTRG |
Essential Utilities, Inc.
This page
|
480 | $18,388 | |
| 6 | MSEX |
Middlesex Water Co
|
89 | $4,998 | |
| 7 | AWR |
American States Water Co
|
39 | $3,222 | |
| 8 | CWCO |
Consolidated Water Co. Ltd.
|
5 | $147 |
All Filings in WTRG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,388 | 480 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $17,155 | 426 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,341 | 426 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $16,638 | 417 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,710 | 423 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,399 | 86 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $181 | 5 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $501 | 13 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $186 | 5 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $148 | 4 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $44,969 | 1,204 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $41,196 | 1,200 | Shares | Sole | 2023-11-03 | |
| 2023-03-31 | $6,023 | 138 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $6,586 | 138 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $5,710 | 138 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,327 | 138 | Shares | Sole | 2022-08-04 | |
| 2021-03-31 | $492 | 11 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $520 | 11 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $442 | 11 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $464 | 11 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $447 | 11 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||