Ameritas Investment Partners, Inc.
Position in WTRG — Essential Utilities, Inc.
CIK 1055980
LINCOLN, NE
Position in WTRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,623,468
-$134,220 QoQ
Shares Held
68,480
0.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#199
of 691 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 23%
Shared 0%
None 76%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Ameritas Investment Partners, Inc. holds $3,817,851 across 11 Utilities - Regulated Water names. WTRG ranks #1 (68.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
68,480 | $2,623,468 | |
| 2 | AWR |
American States Water Co
|
3,624 | $299,451 | |
| 3 | CWT |
California Water Service Group
|
5,523 | $268,693 | |
| 4 | AWK |
American Water Works Company, Inc.
|
1,678 | $220,791 | |
| 5 | HTO |
H2o America
|
3,216 | $195,436 | |
| 6 | MSEX |
Middlesex Water Co
|
1,691 | $94,966 | |
| 7 | YORW |
York Water Co
|
1,406 | $43,093 | |
| 8 | CWCO |
Consolidated Water Co. Ltd.
|
1,262 | $37,229 |
All Filings in WTRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,623,468 | 68,480 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,757,688 | 68,480 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,616,534 | 68,210 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,807,961 | 70,375 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $2,576,066 | 69,361 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,729,110 | 69,039 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $3,303,920 | 90,967 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,541,072 | 91,809 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $3,496,438 | 93,663 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $3,544,832 | 95,677 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $3,475,715 | 93,058 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $3,171,954 | 92,396 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $4,937,425 | 123,714 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $5,427,440 | 124,340 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $5,618,345 | 117,711 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,594,420 | 111,030 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,988,387 | 108,798 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,516,619 | 107,894 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,377,238 | 81,528 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,641,517 | 79,026 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,651,658 | 79,905 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,496,809 | 78,141 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $3,717,087 | 78,602 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $3,172,021 | 78,808 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,346,167 | 79,218 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $3,060,802 | 75,204 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||