Position in WTRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$255,106
-$6,568 QoQ
Shares Held
6,659
+2.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#451
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, 2026PTM WEALTH MANAGEMENT, LLC holds $255,106 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
|
6,659 | $255,106 |
All Filings in WTRG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,106 | 6,659 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $261,674 | 6,498 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $247,153 | 6,443 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $254,841 | 6,387 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $235,207 | 6,333 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $248,208 | 6,279 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||