Waverly Advisors, LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1568787 BIRMINGHAM, AL

Position in WTRG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,307,870

-$38,621 QoQ

Shares Held

60,242

+3.4% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#211

of 693 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Utilities · as of Jun 30, 2026

Waverly Advisors, LLC holds $16,337,709 across 3 Utilities - Regulated Water names. WTRG ranks #2 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	102,956	$13,546,950
2	WTRG	Essential Utilities, Inc. This page	60,242	$2,307,870
3	AWR	American States Water Co	5,844	$482,889

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,307,870	60,242	+3.4%	Shares	Sole	2026-08-14
2026-03-31	$2,346,491	58,269	+1.5%	Shares	Sole	2026-05-15
2025-12-31	$2,202,093	57,406	+3.5%	Shares	Sole	2026-02-17
2025-09-30	$2,212,893	55,461	+4.1%	Shares	Sole	2025-11-14
2025-06-30	$1,979,599	53,301	+4.2%	Shares	Sole	2025-08-14
2025-03-31	$2,022,750	51,170	+9.3%	Shares	Sole	2025-05-15
2024-12-31	$1,699,667	46,797	+5.0%	Shares	Sole	2025-02-14
2024-09-30	$1,719,412	44,579	+24.3%	Shares	Sole	2024-11-14
2024-06-30	$1,339,175	35,874	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.