Position in WTRG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,529,500
-$490,090 QoQ
Shares Held
92,130
-7.7% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#167
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, 2026HighTower Advisors, LLC holds $80,961,727 across 9 Utilities - Regulated Water names. WTRG ranks #2 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
545,306 | $71,751,363 | |
| 2 | WTRG |
Essential Utilities, Inc.
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|
92,130 | $3,529,500 | |
| 3 | AWR |
American States Water Co
|
17,847 | $1,474,697 | |
| 4 | MSEX |
Middlesex Water Co
|
24,418 | $1,371,314 | |
| 5 | CWT |
California Water Service Group
|
26,233 | $1,276,235 | |
| 6 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
144,915 | $837,608 | |
| 7 | HTO |
H2o America
|
5,851 | $355,565 | |
| 8 | CWCO |
Consolidated Water Co. Ltd.
|
8,552 | $252,284 |
All Filings in WTRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,529,500 | 92,130 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,019,590 | 99,816 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,922,348 | 102,251 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,018,728 | 100,720 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,564,622 | 95,978 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,945,647 | 99,814 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,689,131 | 101,573 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,768,828 | 97,714 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,516,971 | 94,213 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,473,643 | 66,765 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,708,958 | 72,529 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,647,323 | 77,114 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,419,264 | 60,618 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,700,843 | 61,875 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,025,604 | 63,390 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,835,523 | 68,524 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,593,642 | 56,568 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,796,299 | 54,690 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,018,129 | 56,214 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,619,095 | 56,838 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,506,553 | 54,848 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,121,519 | 92,101 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,317,635 | 49,009 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,746,608 | 43,394 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,716,675 | 40,641 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,674,560 | 41,144 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||