Position in WTRG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$516,686
-$88,733 QoQ
Shares Held
13,487
-10.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#364
of 693 holders
Holding Since
Dec 2022
13 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, 2026Meeder Advisory Services, Inc. holds $1,761,966 across 3 Utilities - Regulated Water names. WTRG ranks #2 (29.3% of the industry book) .
All Filings in WTRG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,686 | 13,487 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $605,419 | 15,034 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $587,329 | 15,311 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $548,944 | 13,758 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $481,334 | 12,960 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $447,914 | 11,331 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $382,413 | 10,529 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $429,052 | 11,124 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $379,086 | 10,155 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $241,047 | 6,506 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $230,337 | 6,167 | Shares | Sole | 2024-01-25 | |
| 2023-03-31 | $355,398 | 8,142 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $548,226 | 11,486 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||