FIRST CITIZENS BANK & TRUST CO
BankPosition in WTRG — Essential Utilities, Inc.
CIK 1092203
RALEIGH, NC
Position in WTRG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$534,692
-$9,959 QoQ
Shares Held
13,957
+3.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#355
of 691 holders
Holding Since
Mar 2020
15 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, 2026FIRST CITIZENS BANK & TRUST CO holds $1,561,007 across 4 Utilities - Regulated Water names. WTRG ranks #1 (34.3% of the industry book) .
All Filings in WTRG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $534,692 | 13,957 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $544,651 | 13,525 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $508,883 | 13,266 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $520,136 | 13,036 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $473,497 | 12,749 | Shares | Sole | 2025-07-30 | |
| 2022-06-30 | $213,110 | 4,648 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $253,042 | 4,949 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $273,819 | 5,100 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $218,373 | 4,739 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $219,040 | 4,793 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $257,402 | 5,752 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $257,068 | 5,436 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $212,882 | 5,289 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $224,885 | 5,324 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $215,425 | 5,293 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||