Rockefeller Capital Management L.P.
Position in WTRG — Essential Utilities, Inc.
CIK 1739439
NEW YORK, NY
Position in WTRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$585,145
+$16,333 QoQ
Shares Held
15,274
+8.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#348
of 693 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $16,120,064 across 9 Utilities - Regulated Water names. WTRG ranks #2 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
111,534 | $14,675,639 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
15,274 | $585,145 | |
| 3 | AWR |
American States Water Co
|
3,136 | $259,126 | |
| 4 | CWT |
California Water Service Group
|
4,664 | $226,902 | |
| 5 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
37,051 | $214,154 | |
| 6 | MSEX |
Middlesex Water Co
|
1,039 | $58,348 | |
| 7 | CWCO |
Consolidated Water Co. Ltd.
|
1,872 | $55,223 | |
| 8 | HTO |
H2o America
|
629 | $38,223 |
All Filings in WTRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $585,145 | 15,274 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $568,812 | 14,125 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $533,050 | 13,896 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $439,817 | 11,023 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $434,946 | 11,711 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $435,897 | 11,027 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $400,536 | 11,028 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $401,552 | 10,411 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $404,059 | 10,824 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $553,340 | 14,935 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $479,050 | 12,826 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $424,970 | 12,379 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $560,416 | 14,042 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $637,725 | 14,610 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $609,129 | 12,762 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $883,048 | 21,340 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $1,342,808 | 29,287 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,635,596 | 31,989 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,506,863 | 28,066 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,178,219 | 25,569 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $672,337 | 14,712 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $3,119,700 | 69,714 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $4,598,384 | 97,238 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,054,480 | 51,043 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,861,643 | 44,073 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,333,941 | 32,775 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||