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Equibles

ENVESTNET ASSET MANAGEMENT INC

Position in WTRG — Essential Utilities, Inc.

CIK 1407543 Berwyn, PA
Back to WTRG Full portfolio

Position in WTRG

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$3,111,308
+$228,903 QoQ
Shares Held
81,214
+13.5% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#184
of 695 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, 2026

ENVESTNET ASSET MANAGEMENT INC holds $77,996,571 across 6 Utilities - Regulated Water names. WTRG ranks #2 (4.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AWK
American Water Works Company, Inc.
 546,469 $71,904,391
2 WTRG
Essential Utilities, Inc.
This page 		81,214 $3,111,308
3 SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
 246,533 $1,424,960
4 HTO
H2o America
 16,646 $1,011,577
5 AWR
American States Water Co
 3,583 $296,063
6 CWCO
Consolidated Water Co. Ltd.
 8,416 $248,272

All Filings in WTRG

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,111,308 81,214
2026-03-31 $2,882,405 71,577
2025-12-31 $2,826,288 73,678
2025-09-30 $3,510,641 87,986
2025-06-30 $3,989,021 107,405
2025-03-31 $4,239,197 107,240
2024-12-31 $3,749,132 103,225
2024-09-30 $4,067,360 105,454
2024-06-30 $3,562,252 95,426
2024-03-31 $3,387,814 91,439
2023-12-31 $2,073,858 55,525
2023-09-30 $1,896,080 55,231
2023-06-30 $2,158,492 54,084
2023-03-31 $2,191,710 50,211
2022-12-31 $2,187,800 45,837
2022-09-30 $1,912,749 46,224
2022-06-30 $1,931,568 42,128
2022-03-31 $1,943,042 38,002
2021-12-31 $2,068,514 38,527
2021-09-30 $1,709,291 37,094
2021-06-30 $1,681,348 36,791
2021-03-31 $1,969,044 44,001
2020-12-31 $1,884,270 39,845
2020-09-30 $1,296,573 32,213
2020-06-30 $1,232,563 29,180
2020-03-31 $1,410,458 34,655