PRINCIPAL FINANCIAL GROUP INC
Position in WTRG — Essential Utilities, Inc.
CIK 1126328
DES MOINES, IA
Position in WTRG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$24,671,025
-$755,171 QoQ
Shares Held
643,984
+2.0% QoQ
Ownership
0.227%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#57
of 691 holders
Holding Since
Jun 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 Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $102,596,935 across 7 Utilities - Regulated Water names. WTRG ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
222,681 | $29,300,365 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
643,984 | $24,671,025 | |
| 3 | AWR |
American States Water Co
|
190,996 | $15,781,999 | |
| 4 | CWT |
California Water Service Group
|
289,290 | $14,073,958 | |
| 5 | HTO |
H2o America
|
189,995 | $11,545,995 | |
| 6 | MSEX |
Middlesex Water Co
|
107,530 | $6,038,884 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
204,967 | $1,184,709 |
All Filings in WTRG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,671,025 | 643,984 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $25,426,196 | 631,393 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $23,439,225 | 611,033 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $24,955,175 | 625,443 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $23,613,165 | 635,788 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $27,920,117 | 706,302 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $26,349,469 | 725,481 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $29,600,738 | 767,455 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $37,996,451 | 1,017,853 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $41,498,445 | 1,120,066 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $40,589,626 | 1,086,737 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $36,112,275 | 1,051,916 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $42,136,099 | 1,055,778 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $48,383,973 | 1,108,453 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $52,343,437 | 1,096,657 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $45,453,736 | 1,098,447 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $57,079,902 | 1,244,927 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $65,317,807 | 1,277,485 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $66,597,182 | 1,240,402 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $59,475,501 | 1,290,701 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $57,012,760 | 1,247,544 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $62,763,485 | 1,402,536 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $53,284,196 | 1,126,754 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $45,336,311 | 1,126,368 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $44,547,909 | 1,054,638 | Shares | Defined | 2020-09-04 | |
| No filing history on record for this holder in this stock. | ||||||