Position in WTRG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$221,508
-$10,326 QoQ
Shares Held
5,782
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#477
of 691 holders
Holding Since
Mar 2024
9 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, 2026MONECO ADVISORS, LLC holds $221,508 across 1 Utilities - Regulated Water name. WTRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
5,782 | $221,508 |
All Filings in WTRG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,508 | 5,782 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $231,834 | 5,757 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $210,289 | 5,482 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $212,108 | 5,316 | Shares | Sole | 2025-11-05 | |
| 2025-03-31 | $247,734 | 6,267 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $227,617 | 6,267 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $238,671 | 6,188 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $230,998 | 6,188 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $229,265 | 6,188 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||