Position in WTRG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$967,404
-$54,044 QoQ
Shares Held
25,252
-0.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#291
of 691 holders
Holding Since
Dec 2025
3 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, 2026PW Nova Financial Services LLC holds $967,404 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
|
25,252 | $967,404 |
All Filings in WTRG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $967,404 | 25,252 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,021,448 | 25,365 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $916,612 | 23,895 | Shares | Sole | 2026-04-09 | |
| No filing history on record for this holder in this stock. | ||||||