Clean Yield Group

Position in WTRG — Essential Utilities, Inc.

CIK 1525865 NORWICH, VT

Position in WTRG

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$435,929

-$76,667 QoQ

Shares Held

11,379

-10.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#378

of 693 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Clean Yield Group holds $10,625,826 across 5 Utilities - Regulated Water names. WTRG ranks #4 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	50,633	$6,662,290
2	HTO	H2o America	46,155	$2,804,839
3	CWT	California Water Service Group	9,835	$478,472
4	WTRG	Essential Utilities, Inc. This page	11,379	$435,929
5	MSEX	Middlesex Water Co	4,350	$244,296

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$435,929	11,379	-10.6%	Shares	Sole	2026-08-05
2026-03-31	$512,596	12,729	0.0%	Shares	Sole	2026-04-14
2025-12-31	$488,284	12,729	0.0%	Shares	Sole	2026-01-26
2025-09-30	$507,887	12,729	0.0%	Shares	Sole	2025-10-23
2025-06-30	$472,755	12,729	0.0%	Shares	Sole	2025-07-17
2025-03-31	$503,177	12,729	-4.1%	Shares	Sole	2025-04-14
2024-12-31	$481,966	13,270	-1.8%	Shares	Sole	2025-01-13
2024-09-30	$521,466	13,520	0.0%	Shares	Sole	2024-10-07
2024-06-30	$504,701	13,520	0.0%	Shares	Sole	2024-07-10
2024-03-31	$500,916	13,520	0.0%	Shares	Sole	2024-05-29
2023-12-31	$504,972	13,520	-9.6%	Shares	Sole	2024-01-24
2023-09-30	$513,233	14,950	0.0%	Shares	Sole	2023-10-12
2023-06-30	$596,654	14,950	0.0%	Shares	Sole	2023-07-26
2023-03-31	$652,567	14,950	0.0%	Shares	Sole	2023-04-26
2022-12-31	$713,563	14,950	-2.5%	Shares	Sole	2023-01-31
2022-09-30	$634,189	15,326	0.0%	Shares	Sole	2022-10-31
2022-06-30	$702,697	15,326	0.0%	Shares	Sole	2022-07-18
2022-03-31	$783,618	15,326	-2.5%	Shares	Sole	2022-04-25
2021-12-31	$844,328	15,726	0.0%	Shares	Sole	2022-01-24
2021-09-30	$724,654	15,726	0.0%	Shares	Sole	2021-10-27
2021-06-30	$718,678	15,726	0.0%	Shares	Sole	2021-07-26
2021-03-31	$703,738	15,726	-7.8%	Shares	Sole	2021-04-26
2020-12-31	$806,294	17,050	-1.3%	Shares	Sole	2021-01-26
2020-09-30	$695,117	17,270	-1.7%	Shares	Sole	2020-10-16
2020-06-30	$742,156	17,570	-7.7%	Shares	Sole	2020-07-22
2020-03-31	$775,090	19,044	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.