Position in WTRG
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$52,068
+$3,928 QoQ
Shares Held
1,293
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026BESSEMER GROUP INC holds $4,380,706 across 7 Utilities - Regulated Water names. WTRG ranks #3 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWR |
American States Water Co
|
43,361 | $3,278,958 | |
| 2 | AWK |
American Water Works Company, Inc.
|
7,092 | $965,147 | |
| 3 | WTRG |
Essential Utilities, Inc.
This page
|
1,293 | $52,068 | |
| 4 | HTO |
H2o America
|
661 | $38,780 | |
| 5 | CWT |
California Water Service Group
|
744 | $33,732 | |
| 6 | MSEX |
Middlesex Water Co
|
214 | $11,137 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
145 | $884 |
All Filings in WTRG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,068 | 1,293 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $48,140 | 1,255 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $44,447 | 1,114 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $28,820 | 776 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $27,947 | 707 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $56,840 | 1,565 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $30,354 | 787 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $15,379 | 412 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $15,263 | 412 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $1,807,627 | 48,397 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,748,254 | 50,925 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,038,680 | 51,082 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $2,226,410 | 51,006 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $2,432,463 | 50,963 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,099,331 | 50,733 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $2,399,789 | 52,340 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $175,120 | 3,425 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $188,344 | 3,508 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $157,824 | 3,425 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $156,522 | 3,425 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $10,068 | 225 | Shares | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||