Position in WTRG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,152,105
+$1,307,509 QoQ
Shares Held
238,896
+22.6% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
#101
of 693 holders
Holding Since
Mar 2020
17 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, 2026NUANCE INVESTMENTS, LLC holds $81,414,683 across 5 Utilities - Regulated Water names. WTRG ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWT |
California Water Service Group
|
1,096,077 | $53,324,146 | |
| 2 | HTO |
H2o America
|
154,446 | $9,385,683 | |
| 3 | WTRG |
Essential Utilities, Inc.
This page
|
238,896 | $9,152,105 | |
| 4 | MSEX |
Middlesex Water Co
|
85,830 | $4,820,212 | |
| 5 | AWK |
American Water Works Company, Inc.
|
35,967 | $4,732,537 |
All Filings in WTRG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,152,105 | 238,896 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,844,596 | 194,800 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,834,702 | 126,035 | Shares | Sole | 2026-02-11 | |
| 2023-12-31 | $23,535,766 | 630,141 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $21,569,539 | 628,300 | Shares | Sole | 2023-11-08 | |
| 2022-12-31 | $13,427,833 | 281,329 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $12,923,180 | 312,305 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $14,460,218 | 315,381 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $22,677,177 | 443,520 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $31,337,134 | 583,668 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $75,563,136 | 1,639,825 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $132,942,442 | 2,909,025 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $129,126,348 | 2,885,505 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $95,560,227 | 2,020,728 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $81,235,327 | 2,018,269 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $78,028,389 | 1,847,263 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $50,577,483 | 1,242,690 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||