Position in WTRG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,030
-$104 QoQ
Shares Held
53
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#646
of 693 holders
Holding Since
Dec 2023
6 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, 2026Bare Financial Services, Inc holds $26,438 across 7 Utilities - Regulated Water names. WTRG ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTO |
H2o America
|
155 | $9,418 | |
| 2 | AWR |
American States Water Co
|
86 | $7,105 | |
| 3 | CWT |
California Water Service Group
|
122 | $5,935 | |
| 4 | WTRG |
Essential Utilities, Inc.
This page
|
53 | $2,030 | |
| 5 | AWK |
American Water Works Company, Inc.
|
7 | $920 | |
| 6 | YORW |
York Water Co
|
17 | $521 | |
| 7 | ARTNA |
Artesian Resources Corp
|
15 | $509 |
All Filings in WTRG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,030 | 53 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,134 | 53 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $997 | 26 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,037 | 26 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,565 | 96 | Shares | Sole | 2025-08-13 | |
| 2023-12-31 | $25,323 | 678 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||