Position in WTRG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,235,311
+$95,444 QoQ
Shares Held
58,348
+9.8% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#214
of 693 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Secure Asset Management, LLC holds $2,235,311 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
|
58,348 | $2,235,311 |
All Filings in WTRG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,235,311 | 58,348 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,139,867 | 53,138 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,928,894 | 50,284 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,948,995 | 48,847 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,279,955 | 34,463 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,073,822 | 52,462 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,646,458 | 45,332 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,558,690 | 40,412 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,428,059 | 38,255 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,371,109 | 37,007 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,305,083 | 34,942 | Shares | Sole | 2024-01-22 | |
| No filing history on record for this holder in this stock. | ||||||