Skip to main content
Equibles

Baird Financial Group, Inc.

Position in WTRG — Essential Utilities, Inc.

CIK 1648711 MILWAUKEE, WI
Back to WTRG Full portfolio

Position in WTRG

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$4,848,436
-$353,964 QoQ
Shares Held
126,558
-2.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#146
of 695 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026

Baird Financial Group, Inc. holds $42,832,076 across 7 Utilities - Regulated Water names. WTRG ranks #2 (11.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AWK
American Water Works Company, Inc.
 253,025 $33,293,028
2 WTRG
Essential Utilities, Inc.
This page 		126,558 $4,848,436
3 MSEX
Middlesex Water Co
 29,878 $1,677,948
4 HTO
H2o America
 25,269 $1,535,597
5 AWR
American States Water Co
 7,258 $599,728
6 YORW
York Water Co
 18,312 $561,261
7 CWT
California Water Service Group
 6,497 $316,078

All Filings in WTRG

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,848,436 126,558
2026-03-31 $5,202,400 129,188
2025-12-31 $5,110,702 133,230
2025-09-30 $5,302,549 132,896
2025-06-30 $4,637,337 124,861
2025-03-31 $4,884,207 123,557
2024-12-31 $3,765,984 103,689
2024-09-30 $1,534,198 39,777
2024-06-30 $1,535,605 41,136
2024-03-31 $1,594,334 43,032
2023-12-31 $1,669,432 44,697
2023-09-30 $1,984,169 57,797
2023-06-30 $2,322,163 58,185
2023-03-31 $2,582,027 59,153
2022-12-31 $2,677,557 56,098
2022-09-30 $1,996,211 48,241
2022-06-30 $2,274,892 49,616
2022-03-31 $2,402,546 46,989
2021-12-31 $2,453,363 45,695
2021-09-30 $2,108,389 45,755
2021-06-30 $2,122,627 46,447
2021-03-31 $2,242,108 50,103
2020-12-31 $2,856,599 60,406
2020-09-30 $1,932,120 48,003
2020-06-30 $2,020,253 47,828
2020-03-31 $3,749,121 92,116