GREAT VALLEY ADVISOR GROUP, INC.

Position in WTRG — Essential Utilities, Inc.

CIK 1769897 WILMINGTON, DE

Position in WTRG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$393,520

-$18,764 QoQ

Shares Held

10,272

+0.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#394

of 691 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Utilities · as of Jun 30, 2026

GREAT VALLEY ADVISOR GROUP, INC. holds $1,136,344 across 3 Utilities - Regulated Water names. WTRG ranks #2 (34.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	4,077	$536,451
2	WTRG	Essential Utilities, Inc. This page	10,272	$393,520
3	CWT	California Water Service Group	4,242	$206,373

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$393,520	10,272	+0.3%	Shares	Sole	2026-08-10
2026-03-31	$412,284	10,238	+0.3%	Shares	Sole	2026-05-11
2025-12-31	$391,540	10,207	+19.4%	Shares	Sole	2026-02-12
2025-09-30	$340,985	8,546	+0.4%	Shares	Sole	2025-11-14
2025-06-30	$316,247	8,515	+0.4%	Shares	Sole	2025-08-14
2025-03-31	$335,412	8,485	-5.3%	Shares	Sole	2025-05-08
2024-12-31	$325,390	8,959	+0.4%	Shares	Sole	2025-02-24
2024-09-30	$344,275	8,926	+0.3%	Shares	Sole	2024-11-12
2024-06-30	$332,125	8,897	+0.3%	Shares	Sole	2024-07-16
2024-03-31	$328,633	8,870	+0.3%	Shares	Sole	2024-05-06
2023-12-31	$330,174	8,840	-6.3%	Shares	Sole	2024-02-06
2023-09-30	$324,006	9,438	+0.3%	Shares	Sole	2023-11-07
2023-06-30	$375,553	9,410	-0.9%	Shares	Sole	2023-08-10
2023-03-31	$414,631	9,499	0.0%	Shares	Sole	2023-05-03
2022-12-31	$453,387	9,499	-10.9%	Shares	Sole	2023-02-01
2022-09-30	$441,193	10,662	-2.4%	Shares	Sole	2022-10-21
2022-06-30	$501,094	10,929	+11.8%	Shares	Sole	2022-07-19
2022-03-31	$499,693	9,773	+0.0%	Shares	Sole	2022-04-20
2021-12-31	$524,658	9,772	-2.6%	Shares	Sole	2022-02-10
2021-09-30	$462,412	10,035	-3.0%	Shares	Sole	2021-10-14
2021-06-30	$472,903	10,348	+4.0%	Shares	Sole	2021-07-27
2021-03-31	$445,173	9,948	-3.1%	Shares	Sole	2021-04-20
2020-12-31	$485,479	10,266	+0.0%	Shares	Sole	2021-01-29
2020-09-30	$413,085	10,263	+0.0%	Shares	Sole	2020-10-21
2020-06-30	$433,424	10,261	+7.6%	Shares	Sole	2020-07-31
2020-03-31	$388,115	9,536	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.