Moors & Cabot, Inc.

Position in WTRG — Essential Utilities, Inc.

CIK 1607239 BOSTON, MA

Position in WTRG

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

Position Value

$1,178,722

-$65,943 QoQ

Shares Held

30,768

-0.5% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#266

of 691 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Moors & Cabot, Inc. holds $2,222,348 across 3 Utilities - Regulated Water names. WTRG ranks #1 (53.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTRG	Essential Utilities, Inc. This page	30,768	$1,178,722
2	AWK	American Water Works Company, Inc.	6,162	$810,795
3	ARTNA	Artesian Resources Corp	6,850	$232,831

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,178,722	30,768	-0.5%	Shares	Sole	2026-08-10
2026-03-31	$1,244,665	30,908	+3.0%	Shares	Sole	2026-05-08
2025-12-31	$1,150,991	30,005	+1.5%	Shares	Sole	2026-02-10
2025-09-30	$1,179,723	29,567	+5.9%	Shares	Sole	2025-11-14
2025-06-30	$1,037,060	27,923	-2.4%	Shares	Sole	2025-08-06
2025-03-31	$1,131,506	28,624	+13.8%	Shares	Sole	2025-05-08
2024-12-31	$913,920	25,163	+1.5%	Shares	Sole	2025-02-07
2024-09-30	$955,764	24,780	+13.1%	Shares	Sole	2024-11-08
2024-06-30	$817,601	21,902	+6.0%	Shares	Sole	2024-08-09
2024-03-31	$765,564	20,663	+9.5%	Shares	Sole	2024-05-08
2023-12-31	$705,055	18,877	+49.4%	Shares	Sole	2024-02-14
2023-09-30	$433,622	12,631	+3.0%	Shares	Sole	2023-11-08
2023-06-30	$489,416	12,263	-1.0%	Shares	Sole	2023-08-10
2023-03-31	$540,736	12,388	-2.2%	Shares	Sole	2023-05-05
2022-12-31	$604,452	12,664	0.0%	Shares	Sole	2023-02-10
2022-09-30	$524,036	12,664	-6.2%	Shares	Sole	2022-11-08
2022-06-30	$619,066	13,502	+0.9%	Shares	Sole	2022-08-08
2022-03-31	$683,966	13,377	0.0%	Shares	Sole	2022-05-13
2021-12-31	$718,211	13,377	0.0%	Shares	Sole	2022-02-14
2021-09-30	$616,412	13,377	+2.9%	Shares	Sole	2021-12-08
2021-06-30	$594,191	13,002	+3.2%	Shares	Sole	2021-08-10
2021-03-31	$563,939	12,602	-6.0%	Shares	Sole	2021-05-12
2020-12-31	$634,064	13,408	-3.9%	Shares	Sole	2021-02-11
2020-09-30	$561,729	13,956	-0.0%	Shares	Sole	2020-11-09
2020-06-30	$589,543	13,957	+17.2%	Shares	Sole	2020-08-13
2020-03-31	$484,533	11,905	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.