IEQ CAPITAL, LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1779789 Foster City, CA

Position in WTRG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$502,126

+$34,672 QoQ

Shares Held

12,469

+2.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

IEQ CAPITAL, LLC holds $7,034,732 across 5 Utilities - Regulated Water names. WTRG ranks #3 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWR	American States Water Co	60,094	$4,544,308
2	HTO	H2o America	30,010	$1,760,686
3	WTRG	Essential Utilities, Inc. This page	12,469	$502,126
4	CDZI	Cadiz Inc	34,117	$167,514
5	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	9,849	$60,098

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.