Forvis Mazars Wealth Advisors, LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1352864 Springfield, MO

Position in WTRG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$408,116

-$12,826 QoQ

Shares Held

10,653

+1.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#387

of 691 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Forvis Mazars Wealth Advisors, LLC holds $744,915 across 2 Utilities - Regulated Water names. WTRG ranks #1 (54.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WTRG	Essential Utilities, Inc. This page	10,653	$408,116
2	AWR	American States Water Co	4,076	$336,799

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$408,116	10,653	+1.9%	Shares	Sole	2026-08-10
2026-03-31	$420,942	10,453	0.0%	Shares	Sole	2026-05-01
2025-12-31	$400,977	10,453	0.0%	Shares	Sole	2026-02-10
2025-09-30	$417,074	10,453	0.0%	Shares	Sole	2025-10-30
2025-06-30	$388,224	10,453	+0.1%	Shares	Sole	2025-07-29
2025-03-31	$412,614	10,438	-11.8%	Shares	Sole	2025-05-13
2024-12-31	$429,738	11,832	0.0%	Shares	Sole	2025-02-04
2024-09-30	$456,360	11,832	+13.4%	Shares	Sole	2024-11-14
2024-06-30	$389,650	10,438	-2.8%	Shares	Sole	2024-08-09
2024-03-31	$397,805	10,737	+0.8%	Shares	Sole	2024-04-19
2023-12-31	$397,889	10,653	+0.9%	Shares	Sole	2024-01-11
2023-09-30	$362,627	10,563	+1.2%	Shares	Sole	2023-10-26
2023-06-30	$416,540	10,437	-3.4%	Shares	Sole	2023-08-08
2023-03-31	$471,463	10,801	0.0%	Shares	Sole	2023-04-27
2022-12-31	$515,531	10,801	0.0%	Shares	Sole	2023-02-03
2022-09-30	$446,945	10,801	-0.0%	Shares	Sole	2022-10-14
2022-06-30	$495,271	10,802	—	Shares	Sole	2022-07-22
No filing history on record for this holder in this stock.