Hamilton Point Investment Advisors, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1599746
CHAPEL HILL, NC
Position in WTRG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,013,055
-$306,209 QoQ
Shares Held
130,855
-0.9% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#143
of 693 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Hamilton Point Investment Advisors, LLC holds $5,013,055 across 1 Utilities - Regulated Water name. WTRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
130,855 | $5,013,055 |
All Filings in WTRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,013,055 | 130,855 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,319,264 | 132,090 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,093,747 | 132,788 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,259,777 | 131,824 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $4,866,268 | 131,025 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,285,081 | 133,698 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,767,762 | 131,271 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $4,995,509 | 129,518 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,853,161 | 130,007 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,696,717 | 126,767 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,606,581 | 69,788 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,384,081 | 69,446 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,809,584 | 70,398 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,208,405 | 73,503 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,464,386 | 72,583 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $3,014,491 | 72,849 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,338,797 | 72,820 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $3,679,928 | 71,972 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,834,002 | 71,410 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $3,239,285 | 70,297 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $3,221,575 | 70,494 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,175,236 | 70,955 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,349,692 | 70,833 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,848,854 | 70,779 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,981,890 | 70,594 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $2,818,027 | 69,239 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||