Position in WTRG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$201,548
+$762 QoQ
Shares Held
5,261
+5.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#496
of 691 holders
Holding Since
Sep 2025
3 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, 2026HUB Investment Partners, LLC holds $429,181 across 2 Utilities - Regulated Water names. WTRG ranks #2 (47.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
1,730 | $227,633 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
5,261 | $201,548 |
All Filings in WTRG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,548 | 5,261 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $200,786 | 4,986 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $212,746 | 5,332 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||