MB, LEVIS & ASSOCIATES, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 2065807
CENTER VALLEY, PA
Position in WTRG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$36,432
-$1,864 QoQ
Shares Held
951
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#548
of 691 holders
Holding Since
Mar 2026
2 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, 2026MB, LEVIS & ASSOCIATES, LLC holds $36,432 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
|
951 | $36,432 |
All Filings in WTRG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,432 | 951 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $38,296 | 951 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||