Position in WTRG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$822,822
-$83,776 QoQ
Shares Held
21,478
-4.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#303
of 693 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Ethic Inc. holds $18,820,920 across 7 Utilities - Regulated Water names. WTRG ranks #3 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
114,815 | $15,107,357 | |
| 2 | AWR |
American States Water Co
|
11,670 | $964,292 | |
| 3 | WTRG |
Essential Utilities, Inc.
This page
|
21,478 | $822,822 | |
| 4 | HTO |
H2o America
|
12,742 | $774,331 | |
| 5 | CWT |
California Water Service Group
|
12,749 | $620,238 | |
| 6 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
52,359 | $302,635 | |
| 7 | MSEX |
Middlesex Water Co
|
4,082 | $229,245 |
All Filings in WTRG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $822,822 | 21,478 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $906,598 | 22,513 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $835,097 | 21,770 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,017,011 | 25,489 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $879,512 | 23,681 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,434,059 | 61,575 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,105,579 | 57,973 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,244,851 | 58,202 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,227,294 | 59,665 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,156,384 | 58,202 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,210,223 | 59,176 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,214,664 | 35,382 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $952,132 | 23,857 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,074,532 | 24,617 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $606,886 | 12,715 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $310,225 | 7,497 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $220,355 | 4,806 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $239,697 | 4,688 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $221,417 | 4,124 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $312,652 | 6,785 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $430,265 | 9,415 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $514,177 | 11,490 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $294,096 | 6,219 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $211,111 | 5,245 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||