GUGGENHEIM CAPITAL LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1283072 Chicago, IL

Back to WTRG Full portfolio

Position in WTRG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$5,373,819

-$609,537 QoQ

Shares Held

140,272

-5.6% QoQ

Ownership

0.049%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#136

of 691 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in WTRG Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Water

Utilities · as of Jun 30, 2026

GUGGENHEIM CAPITAL LLC holds $8,769,454 across 4 Utilities - Regulated Water names. WTRG ranks #1 (61.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTRG	Essential Utilities, Inc. This page	140,272	$5,373,819
2	AWK	American Water Works Company, Inc.	16,638	$2,189,227
3	HTO	H2o America	15,784	$959,193
4	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	42,771	$247,215

All Filings in WTRG

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,373,819	140,272	-5.6%	Shares	Defined	2026-08-12
2026-03-31	$5,983,356	148,581	+4.6%	Shares	Defined	2026-05-15
2025-12-31	$5,447,579	142,012	+13.8%	Shares	Defined	2026-02-17
2025-09-30	$4,979,439	124,798	+12.6%	Shares	Defined	2025-11-13
2025-06-30	$4,116,931	110,849	+26.9%	Shares	Defined	2025-08-13
2025-03-31	$3,452,153	87,330	+51.8%	Shares	Defined	2025-05-14
2024-12-31	$2,088,907	57,514	-3.4%	Shares	Defined	2025-02-13
2024-09-30	$2,295,531	59,516	-21.0%	Shares	Defined	2024-11-13
2024-06-30	$2,813,076	75,357	-4.8%	Shares	Defined	2024-08-14
2024-03-31	$2,931,876	79,133	-15.7%	Shares	Defined	2024-05-14
2023-12-31	$3,504,101	93,818	-3.1%	Shares	Defined	2024-02-14
2023-09-30	$3,322,560	96,783	-8.7%	Shares	Defined	2023-11-14
2023-06-30	$4,231,377	106,023	-5.6%	Shares	Defined	2023-08-11
2023-03-31	$4,900,148	112,260	-11.2%	Shares	Defined	2023-05-11
2022-12-31	$6,035,935	126,460	+5.2%	Shares	Defined	2023-02-14
2022-09-30	$4,973,875	120,200	+47.9%	Shares	Defined	2022-11-14
2022-06-30	$3,725,724	81,259	-10.6%	Shares	Defined	2022-08-15
2022-03-31	$4,647,716	90,900	+38.8%	Shares	Defined	2022-05-16
2021-12-31	$3,516,318	65,493	+21.8%	Shares	Defined	2022-02-14
2021-09-30	$2,478,273	53,782	+36.8%	Shares	Defined	2021-11-15
2021-06-30	$1,797,060	39,323	-2.6%	Shares	Defined	2021-08-13
2021-03-31	$1,806,825	40,376	-67.1%	Shares	Defined	2021-05-13
2020-12-31	$5,795,813	122,559	-8.5%	Shares	Defined	2021-02-16
2020-09-30	$5,391,406	133,948	-4.6%	Shares	Defined	2020-11-13
2020-06-30	$5,928,130	140,344	+136.7%	Shares	Defined	2020-08-14
2020-03-31	$2,412,777	59,282	—	Shares	Defined	2020-06-02
No filing history on record for this holder in this stock.