Steward Partners Investment Advisory, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1723397
STAMFORD, CT
Position in WTRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,350,312
-$75,326 QoQ
Shares Held
35,247
-0.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#248
of 691 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, 2026Steward Partners Investment Advisory, LLC holds $8,352,186 across 9 Utilities - Regulated Water names. WTRG ranks #2 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
49,662 | $6,534,525 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
35,247 | $1,350,312 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
32,550 | $188,139 | |
| 4 | CWT |
California Water Service Group
|
3,650 | $177,572 | |
| 5 | MSEX |
Middlesex Water Co
|
971 | $54,531 | |
| 6 | AWR |
American States Water Co
|
430 | $35,530 | |
| 7 | HTO |
H2o America
|
184 | $11,181 | |
| 8 | PCYO |
Pure Cycle Corp
|
33 | $353 |
All Filings in WTRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,350,312 | 35,247 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,425,638 | 35,402 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,404,359 | 36,610 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,647,471 | 41,290 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,508,812 | 40,625 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,558,944 | 39,437 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,403,840 | 38,652 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,477,076 | 38,296 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,394,387 | 37,353 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $811,283 | 21,897 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $805,527 | 21,567 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $766,520 | 22,328 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $891,070 | 22,327 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $959,252 | 21,976 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,016,505 | 21,297 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $915,242 | 22,118 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,021,675 | 22,283 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,154,362 | 22,577 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,411,349 | 26,287 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $944,133 | 20,489 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $927,115 | 20,287 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,021,776 | 22,833 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $939,415 | 19,865 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $752,876 | 18,705 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $803,869 | 19,031 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $767,195 | 18,850 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||