LRI Investments, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 2023325
PALM BEACH GARDENS, FL
Position in WTRG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$536
-$9,209 QoQ
Shares Held
14
-94.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#668
of 691 holders
Holding Since
Mar 2026
2 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, 2026LRI Investments, LLC holds $72,683 across 6 Utilities - Regulated Water names. WTRG ranks #3 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
524 | $68,947 | |
| 2 | AWR |
American States Water Co
|
33 | $2,726 | |
| 3 | WTRG |
Essential Utilities, Inc.
This page
|
14 | $536 | |
| 4 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
55 | $317 | |
| 5 | CWT |
California Water Service Group
|
2 | $97 | |
| 6 | HTO |
H2o America
|
1 | $60 |
All Filings in WTRG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536 | 14 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $9,745 | 242 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||