Blue Trust, Inc.

Position in WTRG — Essential Utilities, Inc.

CIK 1856022 BRENTWOOD, TN

Position in WTRG

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$26,203

-$9,032 QoQ

Shares Held

684

-21.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#568

of 691 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Blue Trust, Inc. holds $597,918 across 4 Utilities - Regulated Water names. WTRG ranks #3 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	93,497	$540,412
2	AWK	American Water Works Company, Inc.	232	$30,525
3	WTRG	Essential Utilities, Inc. This page	684	$26,203
4	CWT	California Water Service Group	16	$778

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,203	684	-21.8%	Shares	Other	2026-07-21
2026-03-31	$35,235	875	0.0%	Shares	Sole	2026-04-20
2025-12-31	$33,564	875	0.0%	Shares	Sole	2026-01-16
2025-09-30	$34,911	875	-12.7%	Shares	Sole	2025-10-16
2025-06-30	$37,214	1,002	+2.7%	Shares	Sole	2025-07-24
2025-03-31	$38,580	976	+37.5%	Shares	Sole	2025-04-21
2024-12-31	$25,786	710	-40.8%	Shares	Defined	2025-01-30
2024-09-30	$46,244	1,199	+4.2%	Shares	Defined	2024-10-17
2024-06-30	$42,965	1,151	+6.3%	Shares	Sole	2024-07-18
2024-03-31	$40,125	1,083	-6.2%	Shares	Other	2024-05-01
2023-12-31	$39	1,154	+11.7%	Shares	Defined	2024-01-18
2023-09-30	$41	1,033	+2.3%	Shares	Sole	2023-10-11
2023-06-30	$40,309	1,010	-1.8%	Shares	Sole	2023-07-14
2023-03-31	$44,393	1,028	+0.7%	Shares	Sole	2023-04-17
2022-12-31	$567	1,021	-6.9%	Shares	Sole	2023-01-17
2022-09-30	$45,393	1,097	-3.9%	Shares	Sole	2022-10-21
2022-06-30	$52,360	1,142	—	Shares	Sole	2022-08-09
No filing history on record for this holder in this stock.