Arax Advisory Partners

Position in WTRG — Essential Utilities, Inc.

CIK 1586767 DENVER, CO

Position in WTRG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,402,004

+$3,351,828 QoQ

Shares Held

88,802

+7027.0% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#169

of 691 holders

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Utilities · as of Jun 30, 2026

Arax Advisory Partners holds $11,257,018 across 13 Utilities - Regulated Water names. WTRG ranks #2 (30.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	42,816	$5,633,729
2	WTRG	Essential Utilities, Inc. This page	88,802	$3,402,004
3	AWR	American States Water Co	9,388	$775,730
4	CWT	California Water Service Group	8,975	$436,633
5	HTO	H2o America	5,609	$340,858
6	YORW	York Water Co	9,823	$301,074
7	MSEX	Middlesex Water Co	2,330	$130,852
8	PCYO	Pure Cycle Corp	9,453	$101,241

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,402,004	88,802	+7027.0%	Shares	Sole	2026-08-10
2026-03-31	$50,176	1,246	-39.9%	Shares	Sole	2026-05-13
2025-12-31	$79,520	2,073	-90.7%	Shares	Sole	2026-02-13
2025-09-30	$885,700	22,198	+3995.6%	Shares	Sole	2025-11-14
2025-06-30	$20,129	542	+0.2%	Shares	Sole	2025-08-12
2025-03-31	$21,385	541	-53.4%	Shares	Sole	2025-05-15
2024-12-31	$42,131	1,160	-28.7%	Shares	Sole	2025-02-05
2024-09-30	$62,714	1,626	+0.1%	Shares	Sole	2024-11-06
2024-06-30	$60,661	1,625	+1300.9%	Shares	Sole	2024-08-06
2024-03-31	$4,297	116	+0.9%	Shares	Sole	2024-05-14
2023-12-31	$4,295	115	-61.7%	Shares	Sole	2024-02-06
2021-06-30	$13,710	300	+109.8%	Shares	Sole	2021-08-02
2020-06-30	$6,040	143	—	Shares	Sole	2020-08-06
No filing history on record for this holder in this stock.