Hennion & Walsh Asset Management, Inc.
Position in WTRG — Essential Utilities, Inc.
CIK 1861642
Parsippany, NJ
Position in WTRG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$216,413
-$376,079 QoQ
Shares Held
5,649
-61.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#108
of 202 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Hennion & Walsh Asset Management, Inc. holds $781,295 across 3 Utilities - Regulated Water names. WTRG ranks #2 (27.7% of the industry book) .
All Filings in WTRG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,413 | 5,649 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $592,492 | 14,713 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $556,910 | 14,518 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $384,715 | 9,642 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $359,515 | 9,680 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $366,205 | 9,264 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||