NewEdge Advisors, LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1633516 NEW ORLEANS, LA

Position in WTRG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,453,443

-$32,560 QoQ

Shares Held

37,939

+2.8% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#243

of 693 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

NewEdge Advisors, LLC holds $3,418,016 across 4 Utilities - Regulated Water names. WTRG ranks #2 (42.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	14,848	$1,953,699
2	WTRG	Essential Utilities, Inc. This page	37,939	$1,453,443
3	CWT	California Water Service Group	159	$7,735
4	AWR	American States Water Co	38	$3,139

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,453,443	37,939	+2.8%	Shares	Sole	2026-08-12
2026-03-31	$1,486,003	36,901	+3.6%	Shares	Sole	2026-06-03
2025-12-31	$1,366,728	35,629	+0.1%	Shares	Sole	2026-02-18
2025-09-30	$1,419,721	35,582	+22.6%	Shares	Sole	2025-11-17
2025-06-30	$1,078,285	29,033	-2.2%	Shares	Sole	2025-08-14
2025-03-31	$1,173,013	29,674	+1.8%	Shares	Sole	2025-05-15
2024-12-31	$1,058,510	29,144	+1009.4%	Shares	Sole	2025-02-13
2024-09-30	$101,323	2,627	-27.6%	Shares	Sole	2024-11-14
2024-06-30	$135,395	3,627	-1.8%	Shares	Sole	2024-08-16
2024-03-31	$136,788	3,692	-7.6%	Shares	Sole	2024-05-14
2023-12-31	$149,250	3,996	+282.4%	Shares	Sole	2024-02-13
2023-09-30	$35,874	1,045	-9.6%	Shares	Sole	2023-11-14
2023-06-30	$46,135	1,156	-9.3%	Shares	Sole	2023-08-14
2023-03-31	$55,653	1,275	-79.6%	Shares	Sole	2023-05-12
2022-12-31	$298,742	6,259	-54.7%	Shares	Sole	2023-02-14
2022-09-30	$571,871	13,820	-0.4%	Shares	Sole	2022-11-14
2022-06-30	$636,260	13,877	+4.4%	Shares	Sole	2022-08-09
2022-03-31	$679,364	13,287	+0.1%	Shares	Sole	2022-05-13
2021-12-31	$712,627	13,273	-65.0%	Shares	Sole	2022-02-17
2021-03-31	$1,697,546	37,934	+12.1%	Shares	Sole	2021-04-26
2020-12-31	$1,600,057	33,835	-9.7%	Shares	Sole	2021-01-27
2020-09-30	$1,508,771	37,485	-14.0%	Shares	Sole	2020-11-03
2020-06-30	$1,841,832	43,604	-29.1%	Shares	Sole	2020-07-29
2020-03-31	$2,503,660	61,515	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.