Position in WTRG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$5,268,644
-$680,608 QoQ
Shares Held
130,833
-15.6% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026TD Asset Management Inc holds $38,187,018 across 5 Utilities - Regulated Water names. WTRG ranks #2 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
185,885 | $25,297,089 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
130,833 | $5,268,644 | |
| 3 | AWR |
American States Water Co
|
46,000 | $3,478,520 | |
| 4 | CWT |
California Water Service Group
|
58,038 | $2,631,442 | |
| 5 | MSEX |
Middlesex Water Co
|
29,036 | $1,511,323 |
All Filings in WTRG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,268,644 | 130,833 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,949,252 | 155,090 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,084,350 | 152,490 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,495,828 | 147,976 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,081,453 | 153,844 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $6,411,133 | 176,518 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $6,196,270 | 160,650 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $4,817,772 | 129,059 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,883,338 | 131,804 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $876,455 | 23,466 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $620,377 | 18,071 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $761,123 | 19,071 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $835,242 | 19,135 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $910,258 | 19,071 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $760,191 | 18,371 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $856,065 | 18,671 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,101,595 | 21,545 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,146,013 | 21,345 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,081,589 | 23,472 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,086,380 | 23,772 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,649,037 | 36,850 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,761,316 | 37,245 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,402,994 | 34,857 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $972,702 | 23,028 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $916,889 | 22,528 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||