UNIVEST FINANCIAL Corp

Position in WTRG — Essential Utilities, Inc.

CIK 102212 SOUDERTON, PA

Position in WTRG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$376,357

+$167,799 QoQ

Shares Held

9,824

+89.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#397

of 691 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 61% Shared 0% None 39%

Utilities · as of Jun 30, 2026

UNIVEST FINANCIAL Corp holds $376,357 across 1 Utilities - Regulated Water name. WTRG ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WTRG	Essential Utilities, Inc. This page	9,824	$376,357

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$376,357	9,824	+89.7%	Shares	Defined	2026-08-07
2026-03-31	$208,558	5,179	-1.0%	Shares	Defined	2026-05-01
2025-09-30	$208,637	5,229	+1.0%	Shares	Defined	2025-10-30
2025-03-31	$204,725	5,179	0.0%	Shares	Defined	2025-05-08
2023-06-30	$206,693	5,179	0.0%	Shares	Sole	2023-08-08
2023-03-31	$226,063	5,179	0.0%	Shares	Sole	2023-05-08
2022-12-31	$247,193	5,179	0.0%	Shares	Sole	2023-02-10
2022-09-30	$214,307	5,179	0.0%	Shares	Sole	2022-11-04
2022-06-30	$237,457	5,179	-8.1%	Shares	Sole	2022-08-05
2022-03-31	$288,168	5,636	0.0%	Shares	Sole	2022-05-05
2021-12-31	$302,596	5,636	0.0%	Shares	Sole	2022-02-08
2021-09-30	$259,706	5,636	0.0%	Shares	Sole	2021-11-12
2021-06-30	$257,565	5,636	0.0%	Shares	Sole	2021-07-20
2021-03-31	$252,211	5,636	0.0%	Shares	Sole	2021-04-14
2020-12-31	$266,526	5,636	0.0%	Shares	Sole	2021-01-19
2020-09-30	$226,849	5,636	0.0%	Shares	Sole	2020-10-13
2020-06-30	$238,064	5,636	0.0%	Shares	Sole	2020-07-09
2020-03-31	$229,385	5,636	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.