Position in WTRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,129,662
+$98,808 QoQ
Shares Held
264,413
+6.2% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#94
of 691 holders
Holding Since
Dec 2020
23 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, 2026Cetera Investment Advisers holds $31,577,627 across 7 Utilities - Regulated Water names. WTRG ranks #2 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
99,788 | $13,130,105 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
264,413 | $10,129,662 | |
| 3 | AWR |
American States Water Co
|
54,026 | $4,464,168 | |
| 4 | HTO |
H2o America
|
37,152 | $2,257,727 | |
| 5 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
121,708 | $703,472 | |
| 6 | CWT |
California Water Service Group
|
13,496 | $656,580 | |
| 7 | YORW |
York Water Co
|
7,697 | $235,913 |
All Filings in WTRG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,129,662 | 264,413 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,030,854 | 249,090 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,260,947 | 241,422 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,001,519 | 225,602 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,994,083 | 53,691 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,887,043 | 47,737 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,626,119 | 44,772 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,773,024 | 45,969 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,924,772 | 51,561 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $1,806,187 | 48,750 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $610,112 | 16,335 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $569,363 | 16,585 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $610,782 | 15,304 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $838,996 | 19,221 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $900,044 | 18,857 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $455,593 | 11,010 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $850,059 | 18,540 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,088,353 | 21,286 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,201,152 | 22,372 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,043,112 | 22,637 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $951,976 | 20,831 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $921,492 | 20,592 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,104,221 | 23,350 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||