Janney Montgomery Scott LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1329948
PHILADELPHIA, PA
Position in WTRG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,349,844
-$300,504 QoQ
Shares Held
165,749
+0.4% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#124
of 691 holders
Holding Since
Mar 2020
26 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, 2026Janney Montgomery Scott LLC holds $20,175,383 across 7 Utilities - Regulated Water names. WTRG ranks #2 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
86,067 | $11,324,695 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
165,749 | $6,349,844 | |
| 3 | ARTNA |
Artesian Resources Corp
|
22,827 | $775,889 | |
| 4 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
115,351 | $666,728 | |
| 5 | AWR |
American States Water Co
|
5,784 | $477,931 | |
| 6 | YORW |
York Water Co
|
10,389 | $318,422 | |
| 7 | MSEX |
Middlesex Water Co
|
4,663 | $261,874 |
All Filings in WTRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,349,844 | 165,749 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $6,650,348 | 165,144 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,397,028 | 166,763 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,424,431 | 110,888 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,217,581 | 113,559 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,796,688 | 121,343 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,638,318 | 127,707 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $5,394,554 | 139,864 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,966,420 | 133,041 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $5,215,973 | 140,782 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $5,117,061 | 137,003 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,935,108 | 143,755 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,617,452 | 140,753 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $6,403,455 | 146,700 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $7,625,058 | 159,754 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $6,787,230 | 164,022 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $7,270,341 | 158,568 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,838,433 | 153,304 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $7,829,022 | 145,819 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $6,785,832 | 147,262 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $6,244,676 | 136,645 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $5,631,832 | 125,851 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $5,706,295 | 120,666 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $4,700,153 | 116,774 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $4,693,877 | 111,124 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $4,117,293 | 101,162 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||