EP Wealth Advisors, LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1540569 TORRANCE, CA

Position in WTRG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$308,050

-$55,024 QoQ

Shares Held

8,041

-10.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#429

of 693 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Utilities · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $1,055,149 across 3 Utilities - Regulated Water names. WTRG ranks #2 (29.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HTO	H2o America	7,420	$450,913
2	WTRG	Essential Utilities, Inc. This page	8,041	$308,050
3	AWK	American Water Works Company, Inc.	2,251	$296,186

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$308,050	8,041	-10.8%	Shares	Sole	2026-08-12
2026-03-31	$363,074	9,016	+11.8%	Shares	Sole	2026-05-14
2025-12-31	$309,411	8,066	-5.0%	Shares	Sole	2026-02-18
2025-06-30	$315,392	8,492	+2.3%	Shares	Sole	2025-08-14
2025-03-31	$328,217	8,303	-10.0%	Shares	Sole	2025-05-15
2024-12-31	$335,197	9,229	-3.7%	Shares	Sole	2025-02-14
2024-09-30	$369,616	9,583	+0.0%	Shares	Sole	2024-11-15
2024-06-30	$357,621	9,580	+11.7%	Shares	Sole	2024-08-19
2024-03-31	$317,703	8,575	+39.5%	Shares	Sole	2024-05-14
2023-12-31	$229,627	6,148	-8.7%	Shares	Sole	2024-02-28
2023-09-30	$231,212	6,735	-76.5%	Shares	Sole	2023-11-24
2023-06-30	$1,146,175	28,719	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.