Position in WTRG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$5,386,193
+$3,644,649 QoQ
Shares Held
133,752
+194.6% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
7 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, 2026Jefferies Financial Group Inc. holds $1,881,988 across 1 Utilities - Regulated Water name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
14,303 | $1,881,988 |
All Filings in WTRG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,386,193 | 133,752 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $1,741,544 | 45,400 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $1,418,524 | 35,552 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,537,027 | 95,235 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,431,065 | 36,202 | Shares | Defined | 2025-05-08 | |
| 2024-03-31 | $1,575,551 | 42,525 | Shares | Defined | 2024-05-13 | |
| 2023-03-31 | $803,160 | 18,400 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||