Position in WTRG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,202,400
+$91,698 QoQ
Shares Held
129,188
-3.0% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026Baird Financial Group, Inc. holds $43,617,456 across 7 Utilities - Regulated Water names. WTRG ranks #2 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
251,020 | $34,161,311 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
129,188 | $5,202,400 | |
| 3 | MSEX |
Middlesex Water Co
|
31,395 | $1,634,109 | |
| 4 | HTO |
H2o America
|
24,322 | $1,426,971 | |
| 5 | AWR |
American States Water Co
|
7,318 | $553,386 | |
| 6 | CWT |
California Water Service Group
|
7,913 | $358,774 | |
| 7 | YORW |
York Water Co
|
9,212 | $280,505 |
All Filings in WTRG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,202,400 | 129,188 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $5,110,702 | 133,230 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,302,549 | 132,896 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,637,337 | 124,861 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $4,884,207 | 123,557 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,765,984 | 103,689 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,534,198 | 39,777 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,535,605 | 41,136 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,594,334 | 43,032 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,669,432 | 44,697 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,984,169 | 57,797 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,322,163 | 58,185 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,582,027 | 59,153 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,677,557 | 56,098 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,996,211 | 48,241 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $2,274,892 | 49,616 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $2,402,546 | 46,989 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,453,363 | 45,695 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $2,108,389 | 45,755 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,122,627 | 46,447 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $2,242,108 | 50,103 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,856,599 | 60,406 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,932,120 | 48,003 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,020,253 | 47,828 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $3,749,121 | 92,116 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||