EVERGREEN CAPITAL MANAGEMENT LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1260824
Bellevue, WA
Position in WTRG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$224,384
-$673 QoQ
Shares Held
5,572
-5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 3%
Shared 97%
None 0%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $699,903 across 3 Utilities - Regulated Water names.
All Filings in WTRG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $224,384 | 5,572 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $225,057 | 5,867 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $303,080 | 7,596 | Shares | Other | 2025-10-28 | |
| 2025-03-31 | $316,871 | 8,016 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $345,584 | 9,515 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $397,347 | 10,302 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $385,207 | 10,319 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||