Position in WTRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,737,929
-$341,924 QoQ
Shares Held
201,982
+0.7% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#113
of 694 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Creative Planning holds $27,334,912 across 8 Utilities - Regulated Water names. WTRG ranks #2 (28.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
86,061 | $11,323,906 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
201,982 | $7,737,929 | |
| 3 | AWR |
American States Water Co
|
44,239 | $3,655,468 | |
| 4 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
286,971 | $1,658,692 | |
| 5 | CWT |
California Water Service Group
|
27,434 | $1,334,664 | |
| 6 | HTO |
H2o America
|
14,420 | $876,303 | |
| 7 | YORW |
York Water Co
|
14,247 | $436,670 | |
| 8 | ARTNA |
Artesian Resources Corp
|
9,158 | $311,280 |
All Filings in WTRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,737,929 | 201,982 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $8,079,853 | 200,642 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,377,087 | 192,312 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,275,844 | 182,352 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,331,101 | 197,391 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,138,128 | 79,386 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,952,887 | 81,302 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,078,811 | 79,824 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,021,487 | 80,940 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $3,079,336 | 83,113 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,820,858 | 75,525 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,959,794 | 86,216 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,680,688 | 42,112 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,993,364 | 45,667 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,180,783 | 45,690 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,787,160 | 43,189 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,953,301 | 42,602 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,265,519 | 44,309 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,081,722 | 38,773 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,552,399 | 77,092 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,312,884 | 72,492 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,645,827 | 81,471 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,986,025 | 84,289 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,335,115 | 82,860 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,285,427 | 77,780 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $3,172,890 | 77,958 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||