Position in WTRG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,915
-$1,226 QoQ
Shares Held
50
-35.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#649
of 691 holders
Holding Since
Dec 2023
11 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 Jun 30, 2026Bruce G. Allen Investments, LLC holds $22,178 across 2 Utilities - Regulated Water names. WTRG ranks #2 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
154 | $20,263 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
50 | $1,915 |
All Filings in WTRG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,915 | 50 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3,141 | 78 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $8,515 | 222 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,857 | 222 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $12,590 | 339 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $14,784 | 374 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $13,583 | 374 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $14,425 | 374 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $13,961 | 374 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $13,856 | 374 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $13,968 | 374 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||