First Affirmative Financial Network

Position in WTRG — Essential Utilities, Inc.

CIK 1656282 COLORADO SPRINGS, CO

Position in WTRG

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$385,665

+$32,151 QoQ

Shares Held

9,577

+8.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

First Affirmative Financial Network holds $1,790,769 across 3 Utilities - Regulated Water names. WTRG ranks #3 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	6,256	$851,379
2	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	90,745	$553,725
3	WTRG	Essential Utilities, Inc. This page	9,577	$385,665

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$385,665	9,577	+8.1%	Shares	Sole	2026-05-11
2025-09-30	$353,514	8,860	+1.4%	Shares	Sole	2025-11-20
2025-06-30	$324,380	8,734	-7.2%	Shares	Sole	2025-11-20
2025-03-31	$372,135	9,414	-5.8%	Shares	Sole	2025-04-11
2024-12-31	$362,982	9,994	+3.6%	Shares	Sole	2025-01-23
2024-09-30	$371,930	9,643	+13.1%	Shares	Sole	2024-10-10
2024-06-30	$318,163	8,523	+7.7%	Shares	Sole	2024-07-10
2024-03-31	$293,065	7,910	+5.1%	Shares	Sole	2024-04-11
2023-12-31	$281,021	7,524	-11.2%	Shares	Sole	2024-01-08
2023-09-30	$290,843	8,472	+9.8%	Shares	Sole	2023-10-16
2023-06-30	$307,945	7,716	+18.4%	Shares	Sole	2023-07-10
2023-03-31	$284,379	6,515	+0.6%	Shares	Sole	2023-04-11
2022-12-31	$309,194	6,478	-8.9%	Shares	Sole	2023-01-23
2022-09-30	$294,211	7,110	-5.5%	Shares	Sole	2022-10-20
2022-06-30	$344,837	7,521	-2.7%	Shares	Sole	2022-07-13
2022-03-31	$395,183	7,729	+2.0%	Shares	Sole	2022-04-12
2021-12-31	$406,701	7,575	-4.9%	Shares	Sole	2022-02-15
2021-09-30	$367,027	7,965	—	Shares	Sole	2021-10-26
No filing history on record for this holder in this stock.