Position in WTRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$54,017
-$3,367 QoQ
Shares Held
1,410
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#536
of 691 holders
Holding Since
Mar 2020
22 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, 2026Truvestments Capital LLC holds $57,156 across 2 Utilities - Regulated Water names. WTRG ranks #1 (94.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
1,410 | $54,017 | |
| 2 | AWR |
American States Water Co
|
38 | $3,139 |
All Filings in WTRG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,017 | 1,410 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $57,384 | 1,425 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $54,279 | 1,415 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $56,059 | 1,405 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $52,553 | 1,415 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $55,579 | 1,406 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $40,024 | 1,102 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $42,157 | 1,093 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $39,828 | 1,075 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $80,900 | 2,166 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $73,740 | 2,148 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $85,008 | 2,130 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $92,319 | 2,115 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $121,997 | 2,556 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $145,864 | 3,525 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $160,750 | 3,506 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $186,250 | 3,469 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $159,068 | 3,452 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $156,979 | 3,435 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $152,955 | 3,418 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $160,786 | 3,400 | Shares | Sole | 2021-02-17 | |
| 2020-03-31 | $752,583 | 18,491 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||