Position in WTRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,190,827
-$258,328 QoQ
Shares Held
31,084
-13.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#264
of 693 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $318,313,530 across 6 Utilities - Regulated Water names. WTRG ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWR |
American States Water Co
|
2,557,960 | $211,364,234 | |
| 2 | MSEX |
Middlesex Water Co
|
1,604,067 | $90,084,402 | |
| 3 | AWK |
American Water Works Company, Inc.
|
98,921 | $13,016,024 | |
| 4 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
413,736 | $2,391,393 | |
| 5 | WTRG |
Essential Utilities, Inc.
This page
|
31,084 | $1,190,827 | |
| 6 | CWT |
California Water Service Group
|
5,481 | $266,650 |
All Filings in WTRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,190,827 | 31,084 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,449,155 | 35,986 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,287,706 | 33,569 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,376,589 | 34,501 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,154,496 | 31,085 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $1,098,340 | 27,785 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $978,169 | 26,932 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,035,487 | 26,847 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,010,858 | 27,079 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $781,865 | 21,103 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $947,494 | 25,368 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $756,392 | 22,033 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $910,506 | 22,814 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,004,778 | 23,019 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,089,389 | 22,824 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $893,807 | 21,600 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $927,224 | 20,223 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,261,478 | 24,672 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $1,094,953 | 20,394 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $544,988 | 11,827 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $537,797 | 11,768 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $552,438 | 12,345 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $840,248 | 17,768 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $515,361 | 12,804 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $567,072 | 13,425 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $648,473 | 15,933 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||