Position in WTRG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,359,595
+$51,059 QoQ
Shares Held
33,762
-1.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026KENNEDY CAPITAL MANAGEMENT LLC holds $22,195,135 across 4 Utilities - Regulated Water names. WTRG ranks #4 (6.1% of the industry book) .
All Filings in WTRG
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,359,595 | 33,762 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,308,536 | 34,112 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,554,916 | 64,033 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,463,644 | 66,334 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,768,878 | 70,045 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,670,428 | 73,525 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,858,075 | 74,101 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,151,510 | 84,423 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,991,750 | 80,749 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,847,937 | 76,250 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,780,216 | 51,856 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,027,188 | 50,794 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,046,814 | 23,982 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,092,969 | 22,899 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $914,746 | 22,106 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,000,263 | 21,816 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,117,804 | 21,862 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $856,409 | 15,951 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $797,690 | 17,311 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $804,594 | 17,606 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $751,844 | 16,801 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $381,015 | 8,057 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $203,906 | 5,066 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $213,565 | 5,056 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||