Synergy Investment Management, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in WTRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,915
-$98 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#647
of 691 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Synergy Investment Management, LLC holds $11,194 across 3 Utilities - Regulated Water names. WTRG ranks #3 (17.1% of the industry book) .
All Filings in WTRG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,915 | 50 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,013 | 50 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,976 | 50 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,816 | 50 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||