Position in WTRG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,405
+$983 QoQ
Shares Held
115
+35.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#629
of 691 holders
Holding Since
Jun 2023
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026CALDWELL SUTTER CAPITAL, INC. holds $59,947 across 3 Utilities - Regulated Water names. WTRG ranks #3 (7.3% of the industry book) .
All Filings in WTRG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,405 | 115 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,422 | 85 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,260 | 85 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,391 | 85 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,156 | 85 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $3,360 | 85 | Shares | Sole | 2025-04-16 | |
| 2023-06-30 | $1,995 | 50 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||