Position in WTRG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$22,986
-$1,176 QoQ
Shares Held
600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#575
of 691 holders
Holding Since
Mar 2020
24 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, 2026VALLEY NATIONAL ADVISERS INC holds $82,854 across 2 Utilities - Regulated Water names. WTRG ranks #2 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
455 | $59,868 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
600 | $22,986 |
All Filings in WTRG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,986 | 600 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $24,162 | 600 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $23,016 | 600 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $23,940 | 600 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $22,284 | 600 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $33,600 | 850 | Shares | Sole | 2025-04-25 | |
| 2024-06-30 | $2,053 | 55 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2 | 60 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $32,195 | 862 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1 | 20 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1 | 20 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1 | 20 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $954 | 20 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $827 | 20 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $917 | 20 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,022 | 20 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,073 | 20 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $921 | 20 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $914 | 20 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $895 | 20 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $945 | 20 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $805 | 20 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $844 | 20 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $814 | 20 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||