SOUTHERN MICHIGAN BANK & TRUST
BankPosition in WTRG — Essential Utilities, Inc.
CIK 1173227
COLDWATER, MI
Position in WTRG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$68,958
-$3,528 QoQ
Shares Held
1,800
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#529
of 693 holders
Holding Since
Mar 2026
2 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, 2026SOUTHERN MICHIGAN BANK & TRUST holds $129,728 across 2 Utilities - Regulated Water names. WTRG ranks #1 (53.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
1,800 | $68,958 | |
| 2 | HTO |
H2o America
|
1,000 | $60,770 |
All Filings in WTRG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,958 | 1,800 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $72,486 | 1,800 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||