Position in WTRG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$934,840
+$3,114 QoQ
Shares Held
24,402
+5.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#293
of 691 holders
Holding Since
Dec 2025
3 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, 2026Kingdom Financial Group LLC. holds $940,629 across 2 Utilities - Regulated Water names. WTRG ranks #1 (99.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
24,402 | $934,840 | |
| 2 | AWK |
American Water Works Company, Inc.
|
44 | $5,789 |
All Filings in WTRG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $934,840 | 24,402 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $931,726 | 23,137 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $892,598 | 23,269 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||