Position in WTRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$230,779
-$23,244 QoQ
Shares Held
6,024
-4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#468
of 693 holders
Holding Since
Mar 2021
21 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, 2026HARBOUR INVESTMENTS, INC. holds $1,676,347 across 10 Utilities - Regulated Water names. WTRG ranks #2 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
9,319 | $1,226,194 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
6,024 | $230,779 | |
| 3 | CWT |
California Water Service Group
|
1,611 | $78,375 | |
| 4 | MSEX |
Middlesex Water Co
|
756 | $42,456 | |
| 5 | AWR |
American States Water Co
|
414 | $34,208 | |
| 6 | ARTNA |
Artesian Resources Corp
|
1,000 | $33,990 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
4,287 | $24,778 | |
| 8 | CWCO |
Consolidated Water Co. Ltd.
|
133 | $3,923 |
All Filings in WTRG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,779 | 6,024 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $254,023 | 6,308 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $109,556 | 2,856 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $109,405 | 2,742 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $101,763 | 2,740 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $107,877 | 2,729 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $92,470 | 2,546 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $99,472 | 2,579 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $95,751 | 2,565 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $94,996 | 2,564 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $77,015 | 2,062 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $86,099 | 2,508 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $96,023 | 2,406 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $104,934 | 2,404 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $114,695 | 2,403 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $87,229 | 2,108 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $96,651 | 2,108 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $92,078 | 1,715 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $232,058 | 5,036 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $243,169 | 5,321 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $197,302 | 4,409 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||