GREENLEAF TRUST

Position in WTRG — Essential Utilities, Inc.

CIK 1162170 KALAMAZOO, MI

Position in WTRG

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$207,103

-$34,798 QoQ

Shares Held

5,406

-10.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#491

of 693 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 39% Shared 0% None 61%

Utilities · as of Jun 30, 2026

GREENLEAF TRUST holds $1,188,164 across 4 Utilities - Regulated Water names. WTRG ranks #2 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	4,475	$588,819
2	WTRG	Essential Utilities, Inc. This page	5,406	$207,103
3	HTO	H2o America	3,400	$206,618
4	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	32,115	$185,624

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$207,103	5,406	-10.0%	Shares	Sole	2026-07-21
2026-03-31	$241,901	6,007	-22.7%	Shares	Sole	2026-04-27
2025-12-31	$298,133	7,772	+22.6%	Shares	Sole	2026-01-21
2025-09-30	$252,965	6,340	-0.1%	Shares	Sole	2025-10-22
2025-06-30	$235,727	6,347	-5.7%	Shares	Sole	2025-07-17
2025-03-31	$266,194	6,734	-5.2%	Shares	Sole	2025-04-30
2024-12-31	$258,017	7,104	-3.5%	Shares	Defined	2025-01-24
2024-09-30	$283,836	7,359	-3.3%	Shares	Defined	2024-10-22
2024-06-30	$284,230	7,614	+2.2%	Shares	Defined	2024-07-22
2024-03-31	$275,985	7,449	+18.4%	Shares	Defined	2024-04-29
2023-12-31	$235,043	6,293	—	Shares	Defined	2024-01-31
No filing history on record for this holder in this stock.