Position in WTRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$713,715
-$87,577 QoQ
Shares Held
18,630
-6.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#323
of 691 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Fiduciary Trust Co holds $973,585 across 2 Utilities - Regulated Water names. WTRG ranks #1 (73.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
18,630 | $713,715 | |
| 2 | AWK |
American Water Works Company, Inc.
|
1,975 | $259,870 |
All Filings in WTRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $713,715 | 18,630 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $801,292 | 19,898 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $765,818 | 19,964 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $803,586 | 20,140 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $647,350 | 17,430 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $940,022 | 23,780 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $396,868 | 10,927 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $421,454 | 10,927 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $431,198 | 11,551 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $469,645 | 12,676 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $573,322 | 15,350 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $546,464 | 15,918 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $652,967 | 16,361 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $714,157 | 16,361 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $828,640 | 17,361 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $718,398 | 17,361 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $796,001 | 17,361 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $887,667 | 17,361 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,066,337 | 19,861 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $930,170 | 20,186 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,009,010 | 22,079 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $946,641 | 21,154 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $1,160,212 | 24,534 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,007,618 | 25,034 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,057,436 | 25,034 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,018,883 | 25,034 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||