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Equibles

D.A. DAVIDSON & CO.

Position in WTRG — Essential Utilities, Inc.

CIK 1080107 GREAT FALLS, MT
Back to WTRG Full portfolio

Position in WTRG

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$1,190,061
+$613,073 QoQ
Shares Held
31,064
+116.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#265
of 694 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026

D.A. DAVIDSON & CO. holds $12,490,930 across 6 Utilities - Regulated Water names. WTRG ranks #3 (9.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AWR
American States Water Co
 91,939 $7,596,919
2 AWK
American Water Works Company, Inc.
 18,569 $2,443,309
3 WTRG
Essential Utilities, Inc.
This page 		31,064 $1,190,061
4 HTO
H2o America
 9,138 $555,316
5 CWT
California Water Service Group
 11,232 $546,436
6 GWRS
Global Water Resources, Inc.
 21,946 $158,889

All Filings in WTRG

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,190,061 31,064
2026-03-31 $576,988 14,328
2025-12-31 $582,841 15,194
2025-09-30 $589,283 14,769
2025-06-30 $548,186 14,760
2025-03-31 $594,294 15,034
2024-12-31 $503,213 13,855
2024-09-30 $606,050 15,713
2024-06-30 $570,551 15,284
2024-03-31 $584,352 15,772
2023-12-31 $687,800 18,415
2023-09-30 $646,639 18,836
2023-06-30 $798,279 20,002
2023-03-31 $892,336 20,443
2022-12-31 $1,059,319 22,194
2022-09-30 $918,222 22,190
2022-06-30 $1,383,477 30,174
2022-03-31 $1,564,731 30,603
2021-12-31 $1,722,160 32,076
2021-09-30 $1,427,650 30,982
2021-06-30 $1,369,720 29,972
2021-03-31 $1,235,413 27,607
2020-12-31 $577,410 12,210
2020-09-30 $522,686 12,986
2020-06-30 $592,458 14,026
2020-03-31 $713,593 17,533