Pullen Investment Management, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 2011668
BRADENTON, FL
Position in WTRG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$496,574
-$2,008 QoQ
Shares Held
12,962
+4.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#365
of 691 holders
Holding Since
Mar 2024
10 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, 2026Pullen Investment Management, LLC holds $496,574 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
|
12,962 | $496,574 |
All Filings in WTRG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $496,574 | 12,962 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $498,582 | 12,381 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $451,151 | 11,761 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $478,480 | 11,992 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $450,842 | 12,139 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $485,705 | 12,287 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $368,611 | 10,149 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $455,434 | 11,808 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $442,211 | 11,846 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $243,529 | 6,573 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||