Parkside Financial Bank & Trust
BankPosition in WTRG — Essential Utilities, Inc.
CIK 1455267
SAINT LOUIS, MO
Position in WTRG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$35,276
+$4,014 QoQ
Shares Held
876
+7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 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 Mar 31, 2026Parkside Financial Bank & Trust holds $161,279 across 9 Utilities - Regulated Water names. WTRG ranks #2 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
709 | $96,487 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
876 | $35,276 | |
| 3 | AWR |
American States Water Co
|
156 | $11,796 | |
| 4 | HTO |
H2o America
|
161 | $9,445 | |
| 5 | CWT |
California Water Service Group
|
107 | $4,850 | |
| 6 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
205 | $1,250 | |
| 7 | PCYO |
Pure Cycle Corp
|
95 | $955 | |
| 8 | MSEX |
Middlesex Water Co
|
12 | $624 |
All Filings in WTRG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,276 | 876 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $31,262 | 815 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $29,645 | 743 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $27,519 | 741 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $27,986 | 708 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $20,556 | 566 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $21,829 | 566 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $21,128 | 566 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $20,969 | 566 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $22,633 | 606 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,471 | 72 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $638 | 16 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $436 | 10 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $477 | 10 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $413 | 10 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $458 | 10 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,482 | 29 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $590 | 11 | Shares | Defined | 2022-03-01 | |
| 2020-03-31 | $8,140 | 200 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||