Skip to main content
Livermore
Livermore
ZHEN

Sigma Planning Corp

SEC CIK
0001449126
Latest filing
Aug 7, 2026

WTRG holding history

Essential Utilities, Inc. in every 13F filed by Sigma Planning Corp, 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)
6,224
Value
$238.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WTRG by Sigma Planning Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,224$238.4K<0.1%−27−0.4%ReducedHolders
Q1 20266,251$251.7K<0.1%+315+5.3%AddedHolders
Q4 20255,936$227.7K<0.1%−269−4.3%ReducedHolders
Q3 20256,205$247.6K<0.1%−301−4.6%ReducedHolders
Q2 20256,506$241.6K<0.1%−20.0%ReducedHolders
Q1 20256,508$257.3K<0.1%+38+0.6%AddedHolders
Q4 20246,470$235.0K<0.1%−1,680−20.6%ReducedHolders
Q3 20248,150$314.4K<0.1%+58+0.7%AddedHolders
Q2 20248,092$302.1K<0.1%+1,799+28.6%AddedHolders
Q1 20246,293$233.2K<0.1%+851+15.6%AddedHolders
Q4 20235,442$203.3K<0.1%−3,335−38.0%ReducedHolders
Q3 20238,777$301.3K<0.1%+246+2.9%AddedHolders
Q2 20238,531$340.5K<0.1%−1,329−13.5%ReducedHolders
Q1 20239,860$430.4K<0.1%−1,758−15.1%ReducedHolders
Q4 202211,618$554.6K<0.1%+368+3.3%AddedHolders
Q3 202211,250$466.0K<0.1%+2,258+25.1%AddedHolders
Q2 20228,992$412.0K<0.1%+178+2.0%AddedHolders
Q1 20228,814$451.0K<0.1%−2,032−18.7%ReducedHolders
Q4 202110,846$582.0K<0.1%−441−3.9%ReducedHolders
Q3 202111,287$520.0K<0.1%−245−2.1%ReducedHolders
Q2 202111,532$527.0K<0.1%−925−7.4%ReducedHolders
Q1 202112,457$557.0K<0.1%––Holders

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