Advisors Asset Management, Inc.
Position in WTRG — Essential Utilities, Inc.
CIK 1297376
Monument, CO
Position in WTRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,860,448
-$123,292 QoQ
Shares Held
48,563
-1.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#222
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, 2026Advisors Asset Management, Inc. holds $4,958,630 across 3 Utilities - Regulated Water names. WTRG ranks #2 (37.5% of the industry book) .
All Filings in WTRG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,860,448 | 48,563 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,983,740 | 49,261 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,133,544 | 55,619 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,502,753 | 37,663 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,077,468 | 29,011 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $648,292 | 16,400 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $697,053 | 19,192 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $753,812 | 19,544 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,003,467 | 26,881 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $901,018 | 24,319 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $930,089 | 24,902 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $784,509 | 22,852 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $956,961 | 23,978 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $991,116 | 22,706 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $937,417 | 19,640 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $668,493 | 16,155 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $580,919 | 12,670 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $404,080 | 7,903 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $262,168 | 4,883 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $124,001 | 2,691 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $107,897 | 2,361 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $109,011 | 2,436 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $115,198 | 2,436 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $101,591 | 2,524 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $108,641 | 2,572 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||