Position in WTRG
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$5,286
-$271 QoQ
Shares Held
138
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#627
of 691 holders
Holding Since
Dec 2024
7 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, 2026Copia Wealth Management holds $5,286 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
|
138 | $5,286 |
All Filings in WTRG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,286 | 138 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $5,557 | 138 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,293 | 138 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,506 | 138 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,125 | 138 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,455 | 138 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,012 | 138 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||