Position in WTRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$530,017
+$30,302 QoQ
Shares Held
13,835
+6.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#356
of 691 holders
Holding Since
Dec 2021
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Jump Financial, LLC holds $9,679,384 across 6 Utilities - Regulated Water names. WTRG ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTO |
H2o America
|
98,963 | $6,013,981 | |
| 2 | AWK |
American Water Works Company, Inc.
|
15,699 | $2,065,674 | |
| 3 | YORW |
York Water Co
|
25,200 | $772,380 | |
| 4 | WTRG |
Essential Utilities, Inc.
This page
|
13,835 | $530,017 | |
| 5 | CWT |
California Water Service Group
|
4,462 | $217,076 | |
| 6 | CDZI |
Cadiz Inc
|
19,200 | $80,256 |
All Filings in WTRG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $530,017 | 13,835 | Shares | Defined | 2026-08-13 | |
| 2025-12-31 | $499,715 | 13,027 | Shares | Defined | 2026-02-17 | |
| 2025-03-31 | $300,901 | 7,612 | Shares | Defined | 2025-05-14 | |
| 2023-12-31 | $1,745,739 | 46,740 | Shares | Sole | 2024-10-21 | |
| 2023-06-30 | $1,250,739 | 31,339 | Shares | Sole | 2024-10-21 | |
| 2022-09-30 | $337,536 | 8,157 | Shares | Sole | 2022-11-07 | |
| 2022-03-31 | $260,404 | 5,093 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $247,725 | 4,614 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||