Position in WTRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$783,592
+$363,617 QoQ
Shares Held
20,454
+96.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#309
of 691 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Sanctuary Advisors, LLC holds $909,688 across 2 Utilities - Regulated Water names. WTRG ranks #1 (86.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
20,454 | $783,592 | |
| 2 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
21,816 | $126,096 |
All Filings in WTRG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $783,592 | 20,454 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $419,975 | 10,429 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $430,092 | 11,212 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $649,053 | 16,267 | Shares | Sole | 2026-01-06 | |
| 2025-06-30 | $682,261 | 18,370 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $643,034 | 16,267 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $756,945 | 20,841 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $939,526 | 24,359 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $651,744 | 17,459 | Shares | Sole | 2024-09-05 | |
| No filing history on record for this holder in this stock. | ||||||