Back to WTRG
TOTH FINANCIAL ADVISORY CORP → WTRG
TOTH FINANCIAL ADVISORY CORP WTRG Position History
Essential Utilities, Inc. • Utilities
Quarters held
5
Latest value
$4.1M
Q3 2026
Peak value
$5.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.1M |
| Q4 2025 | $5.2M |
| Q1 2026 | $5.2M |
| Q2 2026 | $4.6M |
| Q3 2026 | $4.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.1M | 103.7K | — | — |
| Q2 2026 | $4.6M | 120.4K | — | — |
| Q1 2026 | $5.2M | 130.3K | — | — |
| Q4 2025 | $5.2M | 134.7K | — | — |
| Q3 2025 | $5.1M | 127.8K | — | — |
Other funds holding WTRG
$552.8M
$502.6M
$502.6M
$500.6M
$283.6M
$163.6M
$159.1M