Position in WTRG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,988
+$814 QoQ
Shares Held
78
+44.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#638
of 691 holders
Holding Since
Mar 2025
6 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, 2026Cromwell Holdings LLC holds $32,856 across 2 Utilities - Regulated Water names. WTRG ranks #2 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
227 | $29,868 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
78 | $2,988 |
All Filings in WTRG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,988 | 78 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,174 | 54 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,419 | 37 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,476 | 37 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,374 | 37 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $711 | 18 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||