Position in WTRG
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$213,914
-$75,205 QoQ
Shares Held
5,312
-29.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026PINNACLE ASSOCIATES LTD holds $805,201 across 2 Utilities - Regulated Water names.
All Filings in WTRG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,914 | 5,312 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $289,119 | 7,537 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $300,726 | 7,537 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $279,924 | 7,537 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $297,937 | 7,537 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $273,743 | 7,537 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $290,702 | 7,537 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $281,356 | 7,537 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $279,245 | 7,537 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $281,506 | 7,537 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $258,745 | 7,537 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $300,801 | 7,537 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $328,990 | 7,537 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $359,741 | 7,537 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $311,881 | 7,537 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $345,571 | 7,537 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $385,366 | 7,537 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $513,383 | 9,562 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $468,264 | 10,162 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $433,555 | 9,487 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $424,543 | 9,487 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $448,640 | 9,487 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $454,301 | 11,287 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $506,330 | 11,987 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $501,871 | 12,331 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||