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Wellington Shields & Co., LLC

SEC CIK
0001506073
Latest filing
Aug 10, 2026

WTRG holding history

Essential Utilities, Inc. in every 13F filed by Wellington Shields & Co., LLC, 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 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2022
Holdings of WTRG by Wellington Shields & Co., LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−1,666−100.0%Sold outHolders
Q1 20231,666$72.7K<0.1%00.0%UnchangedHolders
Q4 20221,666$79.5K<0.1%00.0%UnchangedHolders
Q3 20221,666$69.0K<0.1%00.0%UnchangedHolders
Q2 20221,666$76.0K<0.1%+1,666NewHolders