Cerity Partners LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1566475 NEW YORK, NY

Position in WTRG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,881,679

+$824,510 QoQ

Shares Held

71,559

+33.4% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 23% Shared 0% None 77%

Utilities · as of Mar 31, 2026

Cerity Partners LLC holds $111,758,819 across 8 Utilities - Regulated Water names. WTRG ranks #3 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HTO	H2o America	1,309,679	$76,838,866
2	AWK	American Water Works Company, Inc.	207,706	$28,266,708
3	WTRG	Essential Utilities, Inc. This page	71,559	$2,881,679
4	AWR	American States Water Co	29,437	$2,226,025
5	CWT	California Water Service Group	19,116	$866,719
6	MSEX	Middlesex Water Co	5,777	$300,692
7	YORW	York Water Co	7,150	$217,717
8	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	26,289	$160,413

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,881,679	71,559	+33.4%	Shares	Other	2026-05-15
2025-12-31	$2,057,169	53,628	-5.7%	Shares	Other	2026-02-11
2025-09-30	$2,269,671	56,884	+55.5%	Shares	Other	2025-10-22
2025-06-30	$1,358,284	36,572	+12.3%	Shares	Other	2025-08-13
2025-03-31	$1,287,729	32,576	-9.5%	Shares	Other	2025-04-30
2024-12-31	$1,307,011	35,986	-0.6%	Shares	Sole	2025-02-13
2024-09-30	$1,396,272	36,201	+17.3%	Shares	Defined	2024-11-12
2024-06-30	$1,151,779	30,854	+22.7%	Shares	Sole	2024-08-13
2024-03-31	$931,955	25,154	+36.7%	Shares	Defined	2024-05-14
2023-12-31	$687,127	18,397	+106.4%	Shares	Sole	2024-01-26
2023-09-30	$306,017	8,914	-22.6%	Shares	Sole	2023-11-14
2023-06-30	$459,404	11,511	+10.1%	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.