Position in WTRG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$200,907
-$134,858 QoQ
Shares Held
4,989
-43.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
All Filings in WTRG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $200,907 | 4,989 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $335,765 | 8,753 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $348,965 | 8,746 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $324,826 | 8,746 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $361,580 | 9,147 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $332,219 | 9,147 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $401,320 | 10,405 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $388,418 | 10,405 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $385,505 | 10,405 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $374,396 | 10,024 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $343,437 | 10,004 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $399,259 | 10,004 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $436,718 | 10,005 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $477,681 | 10,008 | Shares | Sole | 2023-01-19 | |
| 2020-06-30 | $6,420 | 152 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $6,186 | 152 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||