Position in WTRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,372,046
+$403,825 QoQ
Shares Held
88,020
+19.4% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#170
of 691 holders
Holding Since
Dec 2020
6 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, 2026Inspire Advisors, LLC holds $3,583,576 across 2 Utilities - Regulated Water names. WTRG ranks #1 (94.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
88,020 | $3,372,046 | |
| 2 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
36,597 | $211,530 |
All Filings in WTRG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,372,046 | 88,020 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,968,221 | 73,708 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,131,857 | 55,575 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,110,576 | 27,834 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $647,350 | 17,430 | Shares | Sole | 2025-08-11 | |
| 2020-12-31 | $10,545 | 223 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||