MassMutual Private Wealth & Trust, FSB
Position in WTRG — Essential Utilities, Inc.
CIK 1103653
Windsor, CT
Position in WTRG
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$42,524
-$13,088 QoQ
Shares Held
1,110
-19.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#539
of 691 holders
Holding Since
Mar 2020
23 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, 2026MassMutual Private Wealth & Trust, FSB holds $212,912 across 8 Utilities - Regulated Water names. WTRG ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
994 | $130,790 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
1,110 | $42,524 | |
| 3 | MSEX |
Middlesex Water Co
|
240 | $13,478 | |
| 4 | CWT |
California Water Service Group
|
176 | $8,562 | |
| 5 | HTO |
H2o America
|
129 | $7,839 | |
| 6 | AWR |
American States Water Co
|
60 | $4,957 | |
| 7 | YORW |
York Water Co
|
128 | $3,923 | |
| 8 | GWRS |
Global Water Resources, Inc.
|
116 | $839 |
All Filings in WTRG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,524 | 1,110 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $55,612 | 1,381 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $59,419 | 1,549 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $105,535 | 2,645 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $94,335 | 2,540 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $52,179 | 1,320 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $55,351 | 1,524 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $55,270 | 1,433 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $173,211 | 4,640 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $56,056 | 1,513 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $26,555 | 711 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $3,467 | 101 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $24,105 | 604 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $6,591 | 151 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $5,011 | 105 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $5,875 | 142 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $1,879 | 41 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $766 | 15 | Shares | Sole | 2022-04-08 | |
| 2021-09-30 | $20,736 | 450 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $31,589 | 668 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $20,125 | 500 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $21,120 | 500 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $20,350 | 500 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||