Position in WTRG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$306,978
+$61,573 QoQ
Shares Held
8,013
+31.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#429
of 691 holders
Holding Since
Mar 2021
5 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026MML INVESTORS SERVICES, LLC holds $1,853,735 across 4 Utilities - Regulated Water names. WTRG ranks #2 (16.6% of the industry book) .
All Filings in WTRG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,978 | 8,013 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $245,405 | 6,094 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $265,412 | 6,919 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $275,469 | 6,904 | Shares | Defined | 2025-11-14 | |
| 2021-03-31 | $248,362 | 5,550 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||