Position in WTRG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$4,611,259
-$636,727 QoQ
Shares Held
120,367
-7.6% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#151
of 691 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026TOTH FINANCIAL ADVISORY CORP holds $4,611,259 across 1 Utilities - Regulated Water name. WTRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
120,367 | $4,611,259 |
All Filings in WTRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,611,259 | 120,367 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $5,247,986 | 130,320 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $5,165,711 | 134,664 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $5,099,180 | 127,799 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $4,096,356 | 110,295 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,665,814 | 92,735 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,150,977 | 86,756 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,830,806 | 73,394 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,897,633 | 50,834 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,315,867 | 35,516 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $806,311 | 21,588 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $794,499 | 23,143 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $910,466 | 22,813 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,016,826 | 23,295 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,233,581 | 25,845 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,039,010 | 25,109 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,112,962 | 24,274 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,181,665 | 23,111 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,260,748 | 23,482 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,074,908 | 23,327 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,081,124 | 23,657 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $995,105 | 22,237 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,018,248 | 21,532 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $866,502 | 21,528 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $923,112 | 21,854 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $866,462 | 21,289 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||