Position in WTRG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$204,958
-$10,486 QoQ
Shares Held
5,350
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#491
of 691 holders
Holding Since
Mar 2020
22 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, 2026LOWE BROCKENBROUGH & CO INC holds $204,958 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
|
5,350 | $204,958 |
All Filings in WTRG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,958 | 5,350 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $215,444 | 5,350 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $205,226 | 5,350 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $213,465 | 5,350 | Shares | Sole | 2025-11-05 | |
| 2025-03-31 | $211,485 | 5,350 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $206,349 | 5,350 | Shares | Sole | 2024-10-28 | |
| 2024-03-31 | $209,332 | 5,650 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $211,027 | 5,650 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $225,491 | 5,650 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $246,622 | 5,650 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $269,674 | 5,650 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $233,797 | 5,650 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $259,052 | 5,650 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $288,884 | 5,650 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $314,086 | 5,850 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $269,568 | 5,850 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $267,345 | 5,850 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $284,162 | 6,350 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $300,291 | 6,350 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $255,587 | 6,350 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $268,224 | 6,350 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $258,445 | 6,350 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||