Bay Harbor Wealth Management, LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1767989 Hunt Valley, MD

Position in WTRG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,609

+$562 QoQ

Shares Held

+61.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#652

of 691 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Bay Harbor Wealth Management, LLC holds $6,431 across 5 Utilities - Regulated Water names. WTRG ranks #2 (25.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	27	$3,552
2	WTRG	Essential Utilities, Inc. This page	42	$1,609
3	CWT	California Water Service Group	13	$632
4	AWR	American States Water Co	7	$578
5	HTO	H2o America	1	$60

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,609	42	+61.5%	Shares	Other	2026-07-28
2026-03-31	$1,047	26	+52.9%	Shares	Other	2026-04-14
2025-12-31	$652	17	+6.2%	Shares	Other	2026-02-02
2025-09-30	$638	16	+45.5%	Shares	Other	2025-10-09
2025-06-30	$408	11	+57.1%	Shares	Sole	2025-07-22
2025-03-31	$276	7	—	Shares	Sole	2025-05-12
No filing history on record for this holder in this stock.