Position in WTRG
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$747,572
+$302,443 QoQ
Shares Held
18,564
+60.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 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 Mar 31, 2026Brooklyn Investment Group holds $6,267,182 across 8 Utilities - Regulated Water names. WTRG ranks #4 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | YORW |
York Water Co
|
44,106 | $1,343,027 | |
| 2 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
37,506 | $1,144,308 | |
| 3 | HTO |
H2o America
|
15,103 | $886,093 | |
| 4 | WTRG |
Essential Utilities, Inc.
This page
|
18,564 | $747,572 | |
| 5 | MSEX |
Middlesex Water Co
|
11,724 | $610,234 | |
| 6 | CWCO |
Consolidated Water Co. Ltd.
|
17,500 | $579,600 | |
| 7 | AWK |
American Water Works Company, Inc.
|
3,802 | $517,414 | |
| 8 | CDZI |
Cadiz Inc
|
89,396 | $438,934 |
All Filings in WTRG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $747,572 | 18,564 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $445,129 | 11,604 | Shares | Defined | 2026-02-12 | |
| 2025-06-30 | $150,899 | 4,063 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $53,760 | 1,360 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $24,479 | 674 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $25,919 | 672 | Shares | Defined | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||