Position in WTRG
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$243,955
-$10,410 QoQ
Shares Held
6,058
-8.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
All Filings in WTRG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $243,955 | 6,058 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $254,365 | 6,631 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $278,462 | 6,979 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $307,593 | 8,282 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $421,152 | 10,654 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||