ARCADIA INVESTMENT MANAGEMENT CORP/MI

Position in WTRG — Essential Utilities, Inc.

CIK 1016972 KALAMAZOO, MI

Position in WTRG

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$2,544,057

+$63,124 QoQ

Shares Held

63,175

-2.3% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Utilities · as of Mar 31, 2026

ARCADIA INVESTMENT MANAGEMENT CORP/MI holds $2,724,648 across 3 Utilities - Regulated Water names. WTRG ranks #1 (93.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTRG	Essential Utilities, Inc. This page	63,175	$2,544,057
2	AWK	American Water Works Company, Inc.	1,148	$156,231
3	YORW	York Water Co	800	$24,360

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,544,057	63,175	-2.3%	Shares	Sole	2026-04-22
2025-12-31	$2,480,933	64,675	-2.4%	Shares	Sole	2026-02-10
2025-09-30	$2,643,375	66,250	+6.5%	Shares	Sole	2025-10-27
2025-06-30	$2,310,108	62,200	-1.5%	Shares	Sole	2025-08-08
2025-03-31	$2,496,398	63,152	+0.7%	Shares	Sole	2025-04-30
2024-12-31	$2,277,155	62,697	-5.0%	Shares	Sole	2025-02-03
2024-09-30	$2,546,391	66,020	-13.8%	Shares	Sole	2024-10-29
2024-06-30	$2,857,424	76,545	-3.2%	Shares	Sole	2024-08-05
2024-03-31	$2,930,840	79,105	+35.1%	Shares	Sole	2024-04-23
2023-12-31	$2,187,029	58,555	+38.2%	Shares	Sole	2024-02-07
2023-09-30	$1,454,939	42,381	+14.5%	Shares	Sole	2023-10-23
2023-06-30	$1,476,869	37,005	+25.5%	Shares	Sole	2023-07-24
2023-03-31	$1,287,544	29,497	-52.4%	Shares	Sole	2023-05-05
2022-12-31	$2,955,298	61,917	-3.8%	Shares	Sole	2023-02-08
2022-09-30	$2,663,878	64,376	+14.7%	Shares	Sole	2022-10-19
2022-06-30	$2,572,689	56,111	-0.5%	Shares	Sole	2022-07-21
2022-03-31	$2,884,754	56,420	-2.0%	Shares	Sole	2022-04-28
2021-12-31	$3,091,201	57,575	-4.7%	Shares	Sole	2022-02-09
2021-09-30	$2,782,632	60,387	+20.7%	Shares	Sole	2021-11-10
2021-06-30	$2,286,599	50,035	+22.8%	Shares	Sole	2021-08-02
2021-03-31	$1,823,115	40,740	+119.9%	Shares	Sole	2021-04-30
2020-12-31	$876,283	18,530	+0.8%	Shares	Sole	2021-02-11
2020-09-30	$739,795	18,380	+6.7%	Shares	Sole	2020-11-12
2020-06-30	$727,795	17,230	+48.5%	Shares	Sole	2020-08-11
2020-03-31	$472,120	11,600	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.