Jackson, Grant Investment Advisers, Inc.
Position in WTRG — Essential Utilities, Inc.
CIK 1650300
STAMFORD, CT
Position in WTRG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$64,935
-$3,322 QoQ
Shares Held
1,695
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#532
of 693 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Jackson, Grant Investment Advisers, Inc. holds $145,742 across 2 Utilities - Regulated Water names. WTRG ranks #2 (44.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWT |
California Water Service Group
|
1,661 | $80,807 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
1,695 | $64,935 |
All Filings in WTRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,935 | 1,695 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $68,257 | 1,695 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $65,020 | 1,695 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $67,630 | 1,695 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $62,952 | 1,695 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $67,003 | 1,695 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $61,562 | 1,695 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $65,376 | 1,695 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $63,274 | 1,695 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $62,799 | 1,695 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $63,308 | 1,695 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $58,189 | 1,695 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $67,647 | 1,695 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $73,986 | 1,695 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $80,902 | 1,695 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $70,139 | 1,695 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $77,715 | 1,695 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $86,665 | 1,695 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $91,004 | 1,695 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $78,105 | 1,695 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $77,461 | 1,695 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $75,851 | 1,695 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $80,156 | 1,695 | Shares | Sole | 2021-03-03 | |
| 2020-09-30 | $68,223 | 1,695 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $71,596 | 1,695 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $68,986 | 1,695 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||