Cape Investment Advisory, Inc.
Position in WTRG — Essential Utilities, Inc.
CIK 1944437
MCDONOUGH, GA
Position in WTRG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,665
-$9 QoQ
Shares Held
174
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#620
of 693 holders
Holding Since
Mar 2024
8 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, 2026Cape Investment Advisory, Inc. holds $11,363 across 3 Utilities - Regulated Water names. WTRG ranks #1 (58.7% of the industry book) .
All Filings in WTRG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,665 | 174 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $6,674 | 174 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $6,462 | 174 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $6,878 | 174 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $6,319 | 174 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,711 | 174 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,495 | 174 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $6,446 | 174 | Shares | Sole | 2024-06-21 | |
| No filing history on record for this holder in this stock. | ||||||