Position in WTRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,524,699
-$99,430 QoQ
Shares Held
39,799
-1.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#237
of 693 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Focus Partners Wealth holds $8,502,655 across 6 Utilities - Regulated Water names. WTRG ranks #4 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
20,462 | $2,692,389 | |
| 2 | CWT |
California Water Service Group
|
45,014 | $2,189,931 | |
| 3 | AWR |
American States Water Co
|
19,282 | $1,593,271 | |
| 4 | WTRG |
Essential Utilities, Inc.
This page
|
39,799 | $1,524,699 | |
| 5 | HTO |
H2o America
|
6,902 | $419,434 | |
| 6 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
14,348 | $82,931 |
All Filings in WTRG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,524,699 | 39,799 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,624,129 | 40,331 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,211,485 | 31,582 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,017,250 | 25,495 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $958,620 | 25,811 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $882,388 | 22,322 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $772,816 | 21,278 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $757,206 | 19,632 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $257,838 | 6,907 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||