UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1463217 IRVING, TX

Position in WTRG

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$614,224

-$373,639 QoQ

Shares Held

16,033

-34.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#343

of 691 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $4,619,125 across 3 Utilities - Regulated Water names. WTRG ranks #2 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	29,781	$3,918,583
2	WTRG	Essential Utilities, Inc. This page	16,033	$614,224
3	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	14,934	$86,318

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$614,224	16,033	-34.6%	Shares	Defined	2026-08-17
2026-03-31	$987,863	24,531	+130.7%	Shares	Defined	2026-05-15
2025-12-31	$407,843	10,632	-0.7%	Shares	Defined	2026-02-17
2025-09-30	$427,249	10,708	+4.9%	Shares	Defined	2025-11-14
2025-06-30	$379,199	10,210	+4.0%	Shares	Defined	2025-08-11
2025-03-31	$388,026	9,816	+36.4%	Shares	Defined	2025-05-13
2024-12-31	$261,431	7,198	-4.6%	Shares	Defined	2025-02-13
2024-09-30	$291,010	7,545	-12.6%	Shares	Defined	2024-11-12
2024-06-30	$322,083	8,628	-12.8%	Shares	Defined	2024-08-14
2024-03-31	$366,720	9,898	-14.9%	Shares	Defined	2024-05-15
2023-12-31	$434,193	11,625	+85.7%	Shares	Defined	2024-02-14
2023-06-30	$249,836	6,260	-32.7%	Shares	Defined	2023-08-14
2023-03-31	$406,206	9,306	-32.5%	Shares	Defined	2023-08-15
2022-12-31	$658,053	13,787	-3.8%	Shares	Defined	2023-02-15
2022-09-30	$593,099	14,333	-3.6%	Shares	Defined	2022-11-14
2022-06-30	$681,468	14,863	+0.5%	Shares	Defined	2022-08-11
2022-03-31	$756,519	14,796	+1.7%	Shares	Defined	2022-05-16
2021-12-31	$781,082	14,548	-3.7%	Shares	Defined	2022-02-14
2021-09-30	$696,176	15,108	-5.3%	Shares	Defined	2021-11-15
2021-06-30	$729,417	15,961	+9.3%	Shares	Defined	2021-08-13
2021-03-31	$653,529	14,604	+6.6%	Shares	Defined	2021-05-14
2020-12-31	$647,731	13,697	+3.1%	Shares	Defined	2021-02-17
2020-09-30	$534,882	13,289	+27.2%	Shares	Defined	2020-11-13
2020-06-30	$441,154	10,444	+1.0%	Shares	Defined	2020-08-13
2020-03-31	$420,838	10,340	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.