Position in WTRG
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$366,741
+$13,815 QoQ
Shares Held
9,573
+9.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#400
of 691 holders
Holding Since
Mar 2021
10 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, 2026CX Institutional holds $889,245 across 2 Utilities - Regulated Water names. WTRG ranks #2 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
3,971 | $522,504 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
9,573 | $366,741 |
All Filings in WTRG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,741 | 9,573 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $352,926 | 8,764 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $340,023 | 8,864 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $577,033 | 14,462 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $39,442 | 1,062 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $41,980 | 1,062 | Shares | Sole | 2025-04-15 | |
| 2022-06-30 | $6,189 | 135 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $3,317 | 72 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,290 | 72 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,222 | 72 | Shares | Sole | 2021-04-15 | |
| No filing history on record for this holder in this stock. | ||||||