Position in WTRG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$8,079,853
+$702,766 QoQ
Shares Held
200,642
+4.3% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Creative Planning holds $21,871,085 across 8 Utilities - Regulated Water names. WTRG ranks #2 (36.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
68,826 | $9,366,530 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
200,642 | $8,079,853 | |
| 3 | AWR |
American States Water Co
|
27,452 | $2,075,920 | |
| 4 | CWT |
California Water Service Group
|
18,240 | $827,001 | |
| 5 | HTO |
H2o America
|
10,397 | $609,991 | |
| 6 | YORW |
York Water Co
|
19,257 | $586,375 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
45,134 | $275,407 | |
| 8 | CDZI |
Cadiz Inc
|
10,185 | $50,008 |
All Filings in WTRG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||