Position in WTRG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,738
-$154 QoQ
Shares Held
202
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#615
of 691 holders
Holding Since
Dec 2021
19 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, 2026Covestor Ltd holds $119,515 across 10 Utilities - Regulated Water names. WTRG ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWR |
American States Water Co
|
774 | $63,955 | |
| 2 | CWT |
California Water Service Group
|
736 | $35,806 | |
| 3 | AWK |
American Water Works Company, Inc.
|
85 | $11,184 | |
| 4 | WTRG |
Essential Utilities, Inc.
This page
|
202 | $7,738 | |
| 5 | CWCO |
Consolidated Water Co. Ltd.
|
12 | $354 | |
| 6 | MSEX |
Middlesex Water Co
|
6 | $336 | |
| 7 | GWRS |
Global Water Resources, Inc.
|
11 | $79 | |
| 8 | YORW |
York Water Co
|
2 | $61 |
All Filings in WTRG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,738 | 202 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,892 | 196 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $12,467 | 325 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $12,528 | 314 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $12,999 | 350 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $14,230 | 360 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $11,331 | 312 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,879 | 308 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $11,870 | 318 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $15,709 | 424 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $11,989 | 321 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $10,710 | 312 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $14,367 | 360 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $14,535 | 333 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $16,037 | 336 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $13,945 | 337 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $36,404 | 794 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $60,128 | 1,176 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $42,952 | 800 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||