Position in WTRG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$2,882,405
+$56,117 QoQ
Shares Held
71,577
-2.9% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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 Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $69,203,630 across 5 Utilities - Regulated Water names. WTRG ranks #3 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
420,633 | $57,243,944 | |
| 2 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
248,865 | $7,592,871 | |
| 3 | WTRG |
Essential Utilities, Inc.
This page
|
71,577 | $2,882,405 | |
| 4 | CWCO |
Consolidated Water Co. Ltd.
|
37,796 | $1,251,803 | |
| 5 | AWR |
American States Water Co
|
3,076 | $232,607 |
All Filings in WTRG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,882,405 | 71,577 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,826,288 | 73,678 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,510,641 | 87,986 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,989,021 | 107,405 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,239,197 | 107,240 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,749,132 | 103,225 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,067,360 | 105,454 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,562,252 | 95,426 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,387,814 | 91,439 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,073,858 | 55,525 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,896,080 | 55,231 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,158,492 | 54,084 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,191,710 | 50,211 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,187,800 | 45,837 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,912,749 | 46,224 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,931,568 | 42,128 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,943,042 | 38,002 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,068,514 | 38,527 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,709,291 | 37,094 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,681,348 | 36,791 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,969,044 | 44,001 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,884,270 | 39,845 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,296,573 | 32,213 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,232,563 | 29,180 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,410,458 | 34,655 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||