Position in WTRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$449,912
-$10,139,308 QoQ
Shares Held
11,744
-95.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#374
of 691 holders
Holding Since
Mar 2025
4 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, 2026SummitTX Capital, L.P. holds $449,912 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
|
11,744 | $449,912 |
All Filings in WTRG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,912 | 11,744 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $10,589,220 | 265,394 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,914,476 | 132,323 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,311,062 | 109,058 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||