Position in WTRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$777,578
-$28,909 QoQ
Shares Held
20,297
+1.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#312
of 691 holders
Holding Since
Sep 2025
4 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, 2026Summit Financial, LLC holds $2,013,377 across 2 Utilities - Regulated Water names. WTRG ranks #2 (38.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
9,392 | $1,235,799 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
20,297 | $777,578 |
All Filings in WTRG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $777,578 | 20,297 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $806,487 | 20,027 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $767,813 | 20,016 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $797,042 | 19,976 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||