Cambridge Investment Research Advisors, Inc.
Position in WTRG — Essential Utilities, Inc.
CIK 1419186
FAIRFIELD, IA
Position in WTRG
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$3,647,898
+$12,483 QoQ
Shares Held
90,586
-4.4% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026Cambridge Investment Research Advisors, Inc. holds $10,458,269 across 6 Utilities - Regulated Water names. WTRG ranks #2 (34.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
39,542 | $5,381,270 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
90,586 | $3,647,898 | |
| 3 | AWR |
American States Water Co
|
9,212 | $696,611 | |
| 4 | YORW |
York Water Co
|
10,352 | $315,218 | |
| 5 | MSEX |
Middlesex Water Co
|
4,738 | $246,612 | |
| 6 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
27,968 | $170,660 |
All Filings in WTRG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,647,898 | 90,586 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,635,415 | 94,771 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,035,924 | 101,151 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,592,775 | 96,736 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,647,512 | 92,272 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,962,041 | 81,554 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,114,296 | 80,744 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,923,685 | 78,320 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,910,573 | 78,558 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,960,809 | 79,272 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,408,592 | 70,160 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,062,493 | 76,735 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $3,420,326 | 78,358 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,778,593 | 79,166 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,199,625 | 77,323 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $3,613,209 | 78,805 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $4,036,764 | 78,951 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,958,402 | 73,727 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $2,657,111 | 57,663 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,486,674 | 54,413 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,340,111 | 52,293 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,640,389 | 55,834 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,230,292 | 55,411 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,178,105 | 51,565 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $2,032,273 | 49,933 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||