Position in WTRG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$242,224
+$35,004 QoQ
Shares Held
6,015
+11.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026SYON CAPITAL LLC holds $1,225,434 across 4 Utilities - Regulated Water names. WTRG ranks #3 (19.8% of the industry book) .
All Filings in WTRG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $242,224 | 6,015 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $207,220 | 5,402 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $255,040 | 6,392 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||