Position in WTRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$295,523
-$15,119 QoQ
Shares Held
7,714
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#439
of 691 holders
Holding Since
Mar 2020
26 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, 2026O'Brien Greene & Co. Inc holds $295,523 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
|
7,714 | $295,523 |
All Filings in WTRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,523 | 7,714 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $310,642 | 7,714 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $295,909 | 7,714 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $323,748 | 8,114 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $301,353 | 8,114 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $320,746 | 8,114 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $294,700 | 8,114 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $312,956 | 8,114 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $414,885 | 11,114 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $411,773 | 11,114 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $415,107 | 11,114 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $381,543 | 11,114 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $443,559 | 11,114 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $489,491 | 11,214 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $535,244 | 11,214 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,888,665 | 45,642 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $743,411 | 16,214 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $829,021 | 16,214 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $870,529 | 16,214 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $747,141 | 16,214 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $740,979 | 16,214 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $745,714 | 16,664 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $790,405 | 16,714 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $675,032 | 16,771 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $723,148 | 17,120 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $696,783 | 17,120 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||