Position in WTRG
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$209,645
+$1,926 QoQ
Shares Held
5,206
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
4 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, 2026Ledgewood Wealth Advisors, LLC holds $14,265,538 across 1 Utilities - Regulated Water name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSEX |
Middlesex Water Co
|
254,016 | $14,265,538 |
All Filings in WTRG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,645 | 5,206 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $207,719 | 5,206 | Shares | Sole | 2025-10-24 | |
| 2025-03-31 | $205,793 | 5,206 | Shares | Sole | 2025-04-28 | |
| 2024-09-30 | $200,795 | 5,206 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||