Pine Valley Investments Ltd Liability Co
Position in WTRG — Essential Utilities, Inc.
CIK 1975417
MARLTON, NJ
Position in WTRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,030,079
-$52,136 QoQ
Shares Held
26,888
+0.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#281
of 691 holders
Holding Since
Jun 2023
13 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, 2026Pine Valley Investments Ltd Liability Co holds $1,396,792 across 2 Utilities - Regulated Water names. WTRG ranks #1 (73.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
26,888 | $1,030,079 | |
| 2 | AWK |
American Water Works Company, Inc.
|
2,787 | $366,713 |
All Filings in WTRG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,030,079 | 26,888 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,082,215 | 26,874 | Shares | Sole | 2026-06-08 | |
| 2025-12-31 | $1,038,098 | 27,062 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,079,614 | 27,058 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $982,612 | 26,457 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $1,044,936 | 26,434 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $959,247 | 26,411 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $766,810 | 19,881 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $741,336 | 19,859 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $755,412 | 20,389 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $761,305 | 20,383 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $698,169 | 20,337 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $815,840 | 20,442 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||