IEQ CAPITAL, LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1779789 Foster City, CA

Position in WTRG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$5,299,805

+$4,797,679 QoQ

Shares Held

138,340

+1009.5% QoQ

Ownership

0.049%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#139

of 693 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

IEQ CAPITAL, LLC holds $19,462,501 across 8 Utilities - Regulated Water names. WTRG ranks #2 (27.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWR	American States Water Co	101,674	$8,401,322
2	WTRG	Essential Utilities, Inc. This page	138,340	$5,299,805
3	CWT	California Water Service Group	63,323	$3,080,663
4	HTO	H2o America	29,734	$1,806,935
5	YORW	York Water Co	12,495	$382,971
6	MSEX	Middlesex Water Co	3,895	$218,743
7	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	26,893	$155,441
8	GWRS	Global Water Resources, Inc.	16,108	$116,621

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,299,805	138,340	+1009.5%	Shares	Sole	2026-08-11
2026-03-31	$502,126	12,469	+2.3%	Shares	Sole	2026-05-15
2025-12-31	$467,454	12,186	-84.0%	Shares	Sole	2026-02-13
2025-09-30	$3,035,072	76,067	+516.8%	Shares	Other	2025-11-14
2025-06-30	$458,047	12,333	+0.5%	Shares	Sole	2025-08-14
2025-03-31	$484,993	12,269	+1.6%	Shares	Sole	2025-05-14
2024-12-31	$438,781	12,081	+0.6%	Shares	Sole	2025-02-03
2024-09-30	$463,225	12,010	+0.8%	Shares	Sole	2024-11-14
2024-06-30	$444,674	11,912	+1.0%	Shares	Sole	2024-08-12
2024-03-31	$437,152	11,799	+0.5%	Shares	Sole	2024-05-09
2023-12-31	$438,601	11,743	-30.0%	Shares	Sole	2024-02-07
2023-09-30	$575,645	16,768	+0.3%	Shares	Sole	2023-11-06
2023-06-30	$667,335	16,721	—	Shares	Sole	2023-08-08
No filing history on record for this holder in this stock.