Position in WTRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,834,881
-$322,281 QoQ
Shares Held
152,307
-0.4% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
2.36%
of 13F equity value
Holder Rank
#131
of 693 holders
Holding Since
Mar 2025
6 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, 2026Wills Financial Group LLC holds $5,834,881 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
|
152,307 | $5,834,881 |
All Filings in WTRG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,834,881 | 152,307 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,157,162 | 152,897 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,034,526 | 157,313 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,363,371 | 159,483 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,994,693 | 161,408 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,138,692 | 155,292 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||