Position in WTRG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$11,569
+$2,589 QoQ
Shares Held
302
+35.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#600
of 691 holders
Holding Since
Mar 2025
6 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, 2026Rossby Financial, LCC holds $294,048 across 5 Utilities - Regulated Water names. WTRG ranks #3 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
43,181 | $249,586 | |
| 2 | AWK |
American Water Works Company, Inc.
|
219 | $28,816 | |
| 3 | WTRG |
Essential Utilities, Inc.
This page
|
302 | $11,569 | |
| 4 | CWT |
California Water Service Group
|
63 | $3,064 | |
| 5 | GWRS |
Global Water Resources, Inc.
|
140 | $1,013 |
All Filings in WTRG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,569 | 302 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $8,980 | 223 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,490 | 91 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,553 | 64 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $668 | 18 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $711 | 18 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||