Highland Investment Advisors LLC
Position in WTRG — Essential Utilities, Inc.
CIK 2149882
PONTE VEDRA, FL
Position in WTRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$881
New position
Shares Held
23
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#661
of 691 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Highland Investment Advisors LLC holds $2,097 across 2 Utilities - Regulated Water names. WTRG ranks #2 (42.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWT |
California Water Service Group
|
25 | $1,216 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
23 | $881 |
All Filings in WTRG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $881 | 23 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||