Quaker Wealth Management, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1733472
MOORESTOWN, NJ
Position in WTRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$419,762
-$21,718 QoQ
Shares Held
10,957
-0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#383
of 691 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Derivatives in WTRG
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$484,202
PutShares
12,249
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Quaker Wealth Management, LLC holds $420,587 across 3 Utilities - Regulated Water names. WTRG ranks #1 (99.8% of the industry book) .
All Filings in WTRG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,762 | 10,957 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $441,480 | 10,963 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $432,087 | 11,264 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $469,543 | 11,768 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $455,299 | 12,259 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $484,202 | 12,249 | Put | Sole | 2025-05-29 | |
| 2024-09-30 | $512,942 | 13,299 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $565,197 | 15,255 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||