Position in WTRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,643
-$135 QoQ
Shares Held
69
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#641
of 693 holders
Holding Since
Jun 2024
9 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, 2026SWAN Capital LLC holds $15,037 across 2 Utilities - Regulated Water names. WTRG ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWR |
American States Water Co
|
150 | $12,394 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
69 | $2,643 |
All Filings in WTRG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,643 | 69 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,778 | 69 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,050 | 262 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $10,453 | 262 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,893 | 401 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,941 | 125 | Shares | Sole | 2025-05-23 | |
| 2024-12-31 | $4,540 | 125 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $4,821 | 125 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,666 | 125 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||