BAR HARBOR WEALTH MANAGEMENT

Position in WTRG — Essential Utilities, Inc.

CIK 1035463 CONCORD, NH

Position in WTRG

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$202,115

-$98 QoQ

Shares Held

5,019

-1.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

BAR HARBOR WEALTH MANAGEMENT holds $314,213 across 1 Utilities - Regulated Water name.

#	Ticker	Company	Shares	Value (USD)	Open
1	AWK	American Water Works Company, Inc.	2,388	$314,213

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$202,115	5,019	-1.0%	Shares	Defined	2026-04-17
2025-09-30	$202,213	5,068	-4.8%	Shares	Defined	2025-10-15
2025-03-31	$210,378	5,322	0.0%	Shares	Defined	2025-04-16
2024-09-30	$205,269	5,322	-13.7%	Shares	Defined	2024-10-16
2023-12-31	$230,337	6,167	+1.6%	Shares	Defined	2024-01-17
2023-09-30	$208,280	6,067	+10.7%	Shares	Defined	2023-11-28
2023-06-30	$218,786	5,482	-14.5%	Shares	Defined	2023-08-09
2023-03-31	$279,971	6,414	0.0%	Shares	Defined	2023-04-24
2022-12-31	$306,140	6,414	+5.9%	Shares	Defined	2023-06-09
2022-09-30	$250,514	6,054	0.0%	Shares	Defined	2022-10-24
2022-06-30	$277,575	6,054	0.0%	Shares	Defined	2022-08-12
2022-03-31	$309,541	6,054	-5.0%	Shares	Defined	2022-04-14
2021-12-31	$342,166	6,373	+5.3%	Shares	Defined	2022-01-28
2021-09-30	$278,876	6,052	-1.6%	Shares	Defined	2021-11-15
2021-06-30	$281,146	6,152	0.0%	Shares	Defined	2021-08-11
2021-03-31	$275,302	6,152	0.0%	Shares	Defined	2021-05-06
2020-12-31	$290,928	6,152	-14.2%	Shares	Defined	2021-02-09
2020-09-30	$288,753	7,174	0.0%	Shares	Defined	2020-11-02
2020-06-30	$303,029	7,174	-26.6%	Shares	Defined	2020-08-04
2020-03-31	$397,801	9,774	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.