Position in WTRG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$489,755
-$25,056 QoQ
Shares Held
12,784
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#367
of 691 holders
Holding Since
Dec 2021
14 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, 2026Alan B Lancz & Associates, Inc. holds $1,062,128 across 2 Utilities - Regulated Water names. WTRG ranks #2 (46.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
4,350 | $572,373 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
12,784 | $489,755 |
All Filings in WTRG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,755 | 12,784 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $514,811 | 12,784 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $490,394 | 12,784 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $510,081 | 12,784 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $359,663 | 9,684 | Shares | Sole | 2025-07-30 | |
| 2023-12-31 | $202,959 | 5,434 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $203,714 | 5,934 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $236,825 | 5,934 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $272,114 | 6,234 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $297,548 | 6,234 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $257,962 | 6,234 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $285,828 | 6,234 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $318,744 | 6,234 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $334,703 | 6,234 | Shares | Sole | 2022-04-13 | |
| No filing history on record for this holder in this stock. | ||||||