Position in WTRG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$370,534
-$205,286 QoQ
Shares Held
9,672
-32.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#400
of 693 holders
Holding Since
Mar 2020
14 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, 2026Kathmere Capital Management, LLC holds $370,534 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
|
9,672 | $370,534 |
All Filings in WTRG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,534 | 9,672 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $575,820 | 14,299 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $557,447 | 14,532 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $418,950 | 10,500 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $398,883 | 10,740 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $475,585 | 12,031 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $446,808 | 12,302 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $547,346 | 14,191 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $547,593 | 14,669 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $605,582 | 16,345 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $756,225 | 20,247 | Shares | Sole | 2024-04-16 | |
| 2020-09-30 | $209,662 | 5,209 | Shares | Sole | 2020-11-20 | |
| 2020-06-30 | $220,028 | 5,209 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $220,512 | 5,418 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||