Position in WTRG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$47,887
+$3,590 QoQ
Shares Held
1,250
+13.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#537
of 691 holders
Holding Since
Dec 2022
10 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, 2026Byrne Asset Management LLC holds $204,945 across 2 Utilities - Regulated Water names. WTRG ranks #2 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWCO |
Consolidated Water Co. Ltd.
|
5,324 | $157,058 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
1,250 | $47,887 |
All Filings in WTRG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,887 | 1,250 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $44,297 | 1,100 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $42,196 | 1,100 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $49,476 | 1,240 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $46,053 | 1,240 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $75,186 | 1,902 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,358 | 120 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,242 | 110 | Shares | Sole | 2025-01-29 | |
| 2023-03-31 | $15,059 | 345 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $16,466 | 345 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||