Dorsey & Whitney Trust CO LLC
BankPosition in WTRG — Essential Utilities, Inc.
CIK 1384042
SIOUX FALLS, SD
Position in WTRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$407,349
-$27,927 QoQ
Shares Held
10,633
-1.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#389
of 693 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Dorsey & Whitney Trust CO LLC holds $819,191 across 2 Utilities - Regulated Water names. WTRG ranks #2 (49.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
3,130 | $411,842 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
10,633 | $407,349 |
All Filings in WTRG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,349 | 10,633 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $435,276 | 10,809 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $414,554 | 10,807 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $427,527 | 10,715 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $410,543 | 11,054 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $358,575 | 9,071 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $340,026 | 9,362 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $337,949 | 8,762 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $316,445 | 8,477 | Shares | Other | 2024-08-07 | |
| 2023-06-30 | $229,640 | 5,754 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $257,446 | 5,898 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $281,510 | 5,898 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $248,775 | 6,012 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $273,036 | 5,955 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $302,995 | 5,926 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $318,165 | 5,926 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $320,208 | 6,949 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $317,567 | 6,949 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $313,025 | 6,995 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $334,102 | 7,065 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $210,386 | 5,227 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $217,872 | 5,158 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $211,191 | 5,189 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||