Birch Hill Investment Advisors LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1424177
Boston, MA
Position in WTRG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$286,712
-$14,668 QoQ
Shares Held
7,484
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#444
of 693 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, 2026Birch Hill Investment Advisors LLC holds $286,712 across 1 Utilities - Regulated Water name. WTRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
7,484 | $286,712 |
All Filings in WTRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,712 | 7,484 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $301,380 | 7,484 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $287,086 | 7,484 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $298,611 | 7,484 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $277,955 | 7,484 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $295,842 | 7,484 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $284,894 | 7,844 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $302,543 | 7,844 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $292,816 | 7,844 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $290,620 | 7,844 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $308,249 | 8,253 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $283,325 | 8,253 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $329,377 | 8,253 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $360,243 | 8,253 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $393,915 | 8,253 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $326,612 | 7,893 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $361,894 | 7,893 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $403,569 | 7,893 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $467,693 | 8,711 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $307,169 | 6,666 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $304,636 | 6,666 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $298,303 | 6,666 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $315,235 | 6,666 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $268,306 | 6,666 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $281,571 | 6,666 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $271,306 | 6,666 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||