Position in WTRG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$246,562
-$12,614 QoQ
Shares Held
6,436
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#459
of 691 holders
Holding Since
Mar 2024
10 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, 2026Ascent Group, LLC holds $735,774 across 2 Utilities - Regulated Water names. WTRG ranks #2 (33.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
3,718 | $489,212 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
6,436 | $246,562 |
All Filings in WTRG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,562 | 6,436 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $259,176 | 6,436 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $252,637 | 6,586 | Shares | Other | 2026-01-20 | |
| 2025-09-30 | $263,060 | 6,593 | Shares | Other | 2025-10-20 | |
| 2025-06-30 | $244,863 | 6,593 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $260,620 | 6,593 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $241,490 | 6,649 | Shares | Other | 2025-02-21 | |
| 2024-09-30 | $256,799 | 6,658 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $248,543 | 6,658 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $283,840 | 7,661 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||