Position in WTRG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$576,988
-$5,853 QoQ
Shares Held
14,328
-5.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
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, 2026D.A. DAVIDSON & CO. holds $11,942,969 across 6 Utilities - Regulated Water names. WTRG ranks #3 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWR |
American States Water Co
|
99,178 | $7,499,840 | |
| 2 | AWK |
American Water Works Company, Inc.
|
19,580 | $2,664,642 | |
| 3 | WTRG |
Essential Utilities, Inc.
This page
|
14,328 | $576,988 | |
| 4 | HTO |
H2o America
|
9,221 | $540,996 | |
| 5 | CWT |
California Water Service Group
|
10,894 | $493,933 | |
| 6 | GWRS |
Global Water Resources, Inc.
|
21,946 | $166,570 |
All Filings in WTRG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $576,988 | 14,328 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $582,841 | 15,194 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $589,283 | 14,769 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $548,186 | 14,760 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $594,294 | 15,034 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $503,213 | 13,855 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $606,050 | 15,713 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $570,551 | 15,284 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $584,352 | 15,772 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $687,800 | 18,415 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $646,639 | 18,836 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $798,279 | 20,002 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $892,336 | 20,443 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,059,319 | 22,194 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $918,222 | 22,190 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,383,477 | 30,174 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,564,731 | 30,603 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,722,160 | 32,076 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,427,650 | 30,982 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,369,720 | 29,972 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,235,413 | 27,607 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $577,410 | 12,210 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $522,686 | 12,986 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $592,458 | 14,026 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $713,593 | 17,533 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||