Jacobi Capital Management LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1689646 PITTSTON, PA

Position in WTRG

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,802,146

-$102,529 QoQ

Shares Held

73,144

+1.4% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#197

of 691 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Jacobi Capital Management LLC holds $6,814,622 across 5 Utilities - Regulated Water names. WTRG ranks #1 (41.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTRG	Essential Utilities, Inc. This page	73,144	$2,802,146
2	AWK	American Water Works Company, Inc.	18,629	$2,451,203
3	AWR	American States Water Co	11,797	$974,786
4	ARTNA	Artesian Resources Corp	9,832	$334,189
5	CWT	California Water Service Group	5,186	$252,298

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,802,146	73,144	+1.4%	Shares	Sole	2026-07-31
2026-03-31	$2,904,675	72,130	+0.9%	Shares	Sole	2026-05-14
2025-12-31	$2,741,781	71,475	-1.5%	Shares	Sole	2026-02-13
2025-09-30	$2,895,024	72,557	-7.0%	Shares	Sole	2025-11-07
2025-06-30	$2,897,625	78,019	+6.8%	Shares	Sole	2025-08-12
2025-03-31	$2,886,638	73,024	+7.8%	Shares	Sole	2025-05-27
2024-12-31	$2,461,297	67,767	+3.7%	Shares	Sole	2025-02-05
2024-09-30	$2,521,475	65,374	+2.2%	Shares	Sole	2024-11-14
2024-06-30	$2,386,954	63,942	+0.6%	Shares	Sole	2024-08-09
2024-03-31	$2,355,231	63,569	+2.4%	Shares	Sole	2024-05-10
2023-12-31	$2,318,351	62,071	+5.1%	Shares	Sole	2024-02-14
2023-09-30	$2,026,911	59,042	+7.7%	Shares	Sole	2023-11-13
2023-06-30	$2,188,744	54,842	+3.6%	Shares	Sole	2023-08-08
2023-03-31	$2,310,656	52,936	-3.5%	Shares	Sole	2023-05-05
2022-12-31	$2,619,088	54,873	+2.0%	Shares	Sole	2023-02-13
2022-09-30	$2,226,575	53,808	+1.2%	Shares	Sole	2022-11-09
2022-06-30	$2,437,294	53,158	+2.0%	Shares	Sole	2022-08-05
2022-03-31	$2,664,026	52,103	+0.9%	Shares	Sole	2022-05-06
2021-12-31	$2,772,497	51,639	+1.0%	Shares	Sole	2022-02-14
2021-09-30	$2,355,563	51,119	-0.4%	Shares	Sole	2021-11-15
2021-06-30	$2,346,100	51,337	-1.0%	Shares	Sole	2021-08-12
2021-03-31	$2,320,153	51,847	-2.2%	Shares	Sole	2021-05-11
2020-12-31	$2,508,072	53,036	-0.2%	Shares	Sole	2021-02-08
2020-09-30	$2,139,649	53,159	+2.1%	Shares	Sole	2020-10-30
2020-06-30	$2,200,028	52,084	+2.3%	Shares	Sole	2020-08-04
2020-03-31	$2,072,891	50,931	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.