Pallas Capital Advisors LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1862282 BRAINTREE, MA

Position in WTRG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$222,466

-$127,480 QoQ

Shares Held

5,807

-33.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#474

of 691 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 18% Shared 0% None 82%

Utilities · as of Jun 30, 2026

Pallas Capital Advisors LLC holds $1,210,266 across 3 Utilities - Regulated Water names. WTRG ranks #3 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	4,302	$566,057
2	AWR	American States Water Co	5,104	$421,743
3	WTRG	Essential Utilities, Inc. This page	5,807	$222,466

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$222,466	5,807	-33.2%	Shares	Sole	2026-08-07
2026-03-31	$349,946	8,690	+12.7%	Shares	Sole	2026-04-21
2025-12-31	$295,678	7,708	-1.8%	Shares	Sole	2026-01-14
2025-09-30	$313,055	7,846	—	Shares	Sole	2025-11-07
No filing history on record for this holder in this stock.