Position in WTRG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$222,312
-$11,374 QoQ
Shares Held
5,803
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#475
of 691 holders
Holding Since
Sep 2025
4 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, 2026TRED AVON FAMILY WEALTH, LLC holds $222,312 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
|
5,803 | $222,312 |
All Filings in WTRG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,312 | 5,803 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $233,686 | 5,803 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $222,603 | 5,803 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $231,539 | 5,803 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||