Position in WTRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$73,440
+$4,861 QoQ
Shares Held
1,917
+12.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#526
of 691 holders
Holding Since
Dec 2025
3 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, 2026Basecamp Wealth Advisors LLC holds $497,589 across 6 Utilities - Regulated Water names. WTRG ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
1,814 | $238,686 | |
| 2 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
24,955 | $144,239 | |
| 3 | WTRG |
Essential Utilities, Inc.
This page
|
1,917 | $73,440 | |
| 4 | AWR |
American States Water Co
|
405 | $33,465 | |
| 5 | CWT |
California Water Service Group
|
151 | $7,346 | |
| 6 | CWCO |
Consolidated Water Co. Ltd.
|
14 | $413 |
All Filings in WTRG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,440 | 1,917 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $68,579 | 1,703 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $81,476 | 2,124 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||