Position in WTRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,009,140
+$1,127,461 QoQ
Shares Held
104,650
+46.2% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#161
of 693 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 28%
Shared 18%
None 54%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Cerity Partners LLC holds $121,676,246 across 8 Utilities - Regulated Water names. WTRG ranks #3 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTO |
H2o America
|
1,307,227 | $79,440,183 | |
| 2 | AWK |
American Water Works Company, Inc.
|
237,458 | $31,244,723 | |
| 3 | WTRG |
Essential Utilities, Inc.
This page
|
104,650 | $4,009,140 | |
| 4 | AWR |
American States Water Co
|
44,351 | $3,664,722 | |
| 5 | CWT |
California Water Service Group
|
38,046 | $1,850,937 | |
| 6 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
130,500 | $754,289 | |
| 7 | MSEX |
Middlesex Water Co
|
6,969 | $391,378 | |
| 8 | YORW |
York Water Co
|
10,469 | $320,874 |
All Filings in WTRG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,009,140 | 104,650 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,881,679 | 71,559 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,057,169 | 53,628 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,269,671 | 56,884 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $1,358,284 | 36,572 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,287,729 | 32,576 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $1,307,011 | 35,986 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,396,272 | 36,201 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,151,779 | 30,854 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $931,955 | 25,154 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $687,127 | 18,397 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $306,017 | 8,914 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $459,404 | 11,511 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $456,535 | 10,459 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||