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Magellan Asset Management Ltd: WTRG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Magellan Asset Management Ltd on WTRG, newest first. How the timeline and the estimate are built.

Magellan Asset Management Ltd held 320,787 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 320,787 shares
    Change vs previous 13F +25,033 shares

    0.27% of the 13F portfolio, value $12,289,350.

    13F-HR 0001536105-26-000006 filed by Magellan Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 295,754 shares
    Change vs previous 13F +70,474 shares

    0.15% of the 13F portfolio, value $11,910,014.

    13F-HR 0001536105-26-000005 filed by Magellan Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 225,280 shares
    Change vs previous 13F +11,257 shares

    0.11% of the 13F portfolio, value $8,641,741.

    13F-HR 0001536105-26-000004 filed by Magellan Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 214,023 shares
    Change vs previous 13F +14,664 shares

    0.1% of the 13F portfolio, value $8,539,518.

    13F-HR 0001536105-25-000008 filed by Magellan Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 199,359 shares
    Change vs previous 13F -1,070 shares

    0.08% of the 13F portfolio, value $7,404,193.

    13F-HR 0001085146-25-004607 filed by Magellan Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 200,429 shares
    Change vs previous 13F -4,727 shares

    0.1% of the 13F portfolio, value $7,922,958.

    13F-HR 0001085146-25-002952 filed by Magellan Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 205,156 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,451,266.

    13F-HR 0001085146-25-001106 filed by Magellan Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).