YOUSIF CAPITAL MANAGEMENT, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1858789
BLOOMFIELD HILLS, MI
Position in WTRG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,092,574
-$343,987 QoQ
Shares Held
80,725
-5.4% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#187
of 693 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $8,265,887 across 6 Utilities - Regulated Water names. WTRG ranks #1 (37.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
80,725 | $3,092,574 | |
| 2 | AWK |
American Water Works Company, Inc.
|
20,283 | $2,668,837 | |
| 3 | AWR |
American States Water Co
|
10,394 | $858,856 | |
| 4 | CWT |
California Water Service Group
|
15,922 | $774,605 | |
| 5 | HTO |
H2o America
|
10,118 | $614,870 | |
| 6 | MSEX |
Middlesex Water Co
|
4,561 | $256,145 |
All Filings in WTRG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,092,574 | 80,725 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,436,561 | 85,338 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,441,851 | 89,725 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,611,987 | 90,526 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,332,795 | 89,736 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,548,054 | 89,756 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,305,446 | 91,009 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,630,555 | 94,129 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,994,683 | 107,010 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,298,985 | 116,032 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $4,371,630 | 117,045 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,936,758 | 114,674 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $4,778,384 | 119,729 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $5,368,644 | 122,993 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $5,908,162 | 123,783 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $5,019,931 | 121,313 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $5,892,917 | 128,526 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $6,278,815 | 122,801 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,579,763 | 122,551 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||