Position in WTRG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$348,850
+$10,784 QoQ
Shares Held
9,106
+8.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#407
of 693 holders
Holding Since
Dec 2022
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, 2026Apella Capital, LLC holds $348,850 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
|
9,106 | $348,850 |
All Filings in WTRG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,850 | 9,106 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $338,066 | 8,395 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $316,623 | 8,254 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $333,005 | 8,346 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $300,351 | 8,087 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $312,840 | 7,914 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $275,305 | 7,580 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $330,930 | 8,580 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $317,491 | 8,505 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $315,110 | 8,505 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $314,823 | 8,429 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $286,930 | 8,358 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $332,011 | 8,319 | Shares | Sole | 2023-07-06 | |
| 2022-12-31 | $401,266 | 8,407 | Shares | Sole | 2023-01-10 | |
| No filing history on record for this holder in this stock. | ||||||