MAI Capital Management

Position in WTRG — Essential Utilities, Inc.

CIK 1040197 INDEPENDENCE, OH

Position in WTRG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$568,174

+$267,519 QoQ

Shares Held

14,831

+98.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#348

of 691 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MAI Capital Management holds $2,474,095 across 4 Utilities - Regulated Water names. WTRG ranks #2 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	10,802	$1,421,326
2	WTRG	Essential Utilities, Inc. This page	14,831	$568,174
3	AWR	American States Water Co	3,966	$327,709
4	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	27,143	$156,886

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$568,174	14,831	+98.6%	Shares	Defined	2026-08-14
2026-03-31	$300,655	7,466	+15.0%	Shares	Sole	2026-05-15
2025-12-31	$249,071	6,493	+2.8%	Shares	Sole	2026-02-13
2025-09-30	$252,088	6,318	-1.2%	Shares	Sole	2025-11-10
2025-06-30	$237,436	6,393	+22.9%	Shares	Sole	2025-08-12
2025-03-31	$205,556	5,200	-2.3%	Shares	Sole	2025-05-15
2024-12-31	$193,222	5,320	-1.2%	Shares	Sole	2025-02-14
2024-06-30	$201,059	5,386	—	Shares	Sole	2024-08-12
No filing history on record for this holder in this stock.