Position in WTRG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,116,046
+$382,971 QoQ
Shares Held
29,132
+60.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#271
of 691 holders
Holding Since
Dec 2021
18 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, 2026HB Wealth Management, LLC holds $2,883,817 across 4 Utilities - Regulated Water names. WTRG ranks #2 (38.7% of the industry book) .
All Filings in WTRG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,116,046 | 29,132 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $733,075 | 18,204 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $579,159 | 15,098 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $563,427 | 14,121 | Shares | Sole | 2025-10-23 | |
| 2025-03-31 | $446,807 | 11,303 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $396,578 | 10,919 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $388,129 | 10,063 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $363,183 | 9,729 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $357,865 | 9,659 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $364,461 | 9,758 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $316,041 | 9,206 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $393,911 | 9,870 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $447,325 | 10,248 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $433,054 | 9,073 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $372,668 | 9,006 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $414,117 | 9,032 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $457,613 | 8,950 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $476,981 | 8,884 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||