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Livermore
Livermore
ZHEN

Pinnacle Associates Ltd

SEC CIK
0000743127
Latest filing
Aug 3, 2026

WTRG holding history

Essential Utilities, Inc. in every 13F filed by Pinnacle Associates Ltd, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WTRG overviewAll 13F holders of WTRGFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of WTRG by Pinnacle Associates Ltd, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−5,312−100.0%Sold outHolders
Q1 20265,312$213.9K<0.1%−2,225−29.5%ReducedHolders
Q4 20257,537$289.1K<0.1%00.0%UnchangedHolders
Q3 20257,537$300.7K<0.1%00.0%UnchangedHolders
Q2 20257,537$279.9K<0.1%00.0%UnchangedHolders
Q1 20257,537$297.9K<0.1%00.0%UnchangedHolders
Q4 20247,537$273.7K<0.1%00.0%UnchangedHolders
Q3 20247,537$281.5K<0.1%00.0%UnchangedHolders
Q2 20247,537$281.4K<0.1%00.0%UnchangedHolders
Q1 20247,537$279.2K<0.1%00.0%UnchangedHolders
Q4 20237,537$281.5K<0.1%00.0%UnchangedHolders
Q3 20237,537$258.7K<0.1%00.0%UnchangedHolders
Q2 20237,537$300.8K<0.1%00.0%UnchangedHolders
Q1 20237,537$329.0K<0.1%00.0%UnchangedHolders
Q4 20227,537$359.7K<0.1%00.0%UnchangedHolders
Q3 20227,537$312.0K<0.1%00.0%UnchangedHolders
Q2 20227,537$346.0K<0.1%00.0%UnchangedHolders
Q1 20227,537$385.0K<0.1%−2,025−21.2%ReducedHolders
Q4 20219,562$513.0K<0.1%−600−5.9%ReducedHolders
Q3 202110,162$468.0K<0.1%+675+7.1%AddedHolders
Q2 20219,487$434.0K<0.1%00.0%UnchangedHolders
Q1 20219,487$425.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.