Position in WTRG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,162,095
-$104,356 QoQ
Shares Held
30,334
-3.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#267
of 691 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Pathway Financial Advisers, LLC holds $1,482,864 across 2 Utilities - Regulated Water names. WTRG ranks #1 (78.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
30,334 | $1,162,095 | |
| 2 | AWR |
American States Water Co
|
3,882 | $320,769 |
All Filings in WTRG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,162,095 | 30,334 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,266,451 | 31,449 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,224,412 | 31,919 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,297,468 | 32,518 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,195,202 | 32,181 | Shares | Sole | 2025-08-21 | |
| 2025-03-31 | $1,317,218 | 33,322 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,216,247 | 33,487 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $32,551 | 1,255,483 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,062,862 | 28,473 | Shares | Sole | 2024-08-20 | |
| 2024-03-31 | $1,032,509 | 27,868 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $951,005 | 25,462 | Shares | Sole | 2024-07-19 | |
| 2023-09-30 | $878,713 | 25,597 | Shares | Sole | 2024-07-19 | |
| 2023-03-31 | $933,775 | 21,393 | Shares | Sole | 2024-07-19 | |
| 2022-12-31 | $1,016,667 | 21,301 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||