Position in WTRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$19,155
-$980 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#582
of 691 holders
Holding Since
Sep 2022
16 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, 2026BARRETT & COMPANY, INC. holds $307,841 across 2 Utilities - Regulated Water names. WTRG ranks #2 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
2,194 | $288,686 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
500 | $19,155 |
All Filings in WTRG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,155 | 500 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $20,135 | 500 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $19,180 | 500 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $19,950 | 500 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $18,570 | 500 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $19,765 | 500 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $18,160 | 500 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $19,285 | 500 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $18,665 | 500 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $18,525 | 500 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $18,675 | 500 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $17,165 | 500 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $19,955 | 500 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $21,825 | 500 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $23,865 | 500 | Shares | Sole | 2023-05-23 | |
| 2022-09-30 | $20,690 | 500 | Shares | Sole | 2023-06-13 | |
| No filing history on record for this holder in this stock. | ||||||