KENNEDY INVESTMENT GROUP, INC.

Position in WTRG — Essential Utilities, Inc.

CIK 1978005 WEST DEPTFORD, NJ

Position in WTRG

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$256,945

-$13,468 QoQ

Shares Held

6,707

-0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#450

of 691 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

KENNEDY INVESTMENT GROUP, INC. holds $256,945 across 1 Utilities - Regulated Water name. WTRG ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WTRG	Essential Utilities, Inc. This page	6,707	$256,945

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$256,945	6,707	-0.1%	Shares	Sole	2026-07-30
2026-03-31	$270,413	6,715	+0.4%	Shares	Sole	2026-04-22
2025-12-31	$256,666	6,691	-1.2%	Shares	Sole	2026-02-06
2025-09-30	$270,322	6,775	+0.4%	Shares	Sole	2025-10-28
2025-06-30	$250,695	6,750	+0.3%	Shares	Sole	2025-07-16
2025-03-31	$265,997	6,729	-0.2%	Shares	Sole	2025-04-22
2024-12-31	$244,942	6,744	+0.1%	Shares	Sole	2025-01-22
2024-09-30	$259,884	6,738	-4.7%	Shares	Sole	2024-10-21
2024-06-30	$264,035	7,073	-1.3%	Shares	Sole	2024-07-18
2024-03-31	$265,389	7,163	+0.8%	Shares	Sole	2024-04-22
2023-12-31	$265,409	7,106	-4.4%	Shares	Sole	2024-01-29
2023-09-30	$255,106	7,431	+2.5%	Shares	Sole	2023-10-25
2023-06-30	$289,227	7,247	+0.7%	Shares	Sole	2023-07-19
2023-03-31	$314,280	7,200	+0.6%	Shares	Sole	2023-06-01
2022-12-31	$341,603	7,157	—	Shares	Sole	2023-06-01
No filing history on record for this holder in this stock.