Back to WTRG
Secure Asset Management, LLC → WTRG
Secure Asset Management, LLC WTRG Position History
Essential Utilities, Inc. • Utilities
Quarters held
4
Latest value
$2.5M
Q3 2026
Peak value
$2.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.9M |
| Q1 2026 | $2.1M |
| Q2 2026 | $2.2M |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 62.9K | — | — |
| Q2 2026 | $2.2M | 58.3K | — | — |
| Q1 2026 | $2.1M | 53.1K | — | — |
| Q4 2025 | $1.9M | 50.3K | — | — |
Other funds holding WTRG
$552.8M
$502.6M
$502.6M
$500.6M
$283.6M
$163.6M