Bell Investment Advisors, Inc

Position in WTRG — Essential Utilities, Inc.

CIK 1890149 ORINDA, CA

Position in WTRG

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

Position Value

$1,685

-$86 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#651

of 691 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Bell Investment Advisors, Inc holds $22,258 across 5 Utilities - Regulated Water names. WTRG ranks #4 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	106	$13,947
2	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	735	$4,248
3	CWT	California Water Service Group	37	$1,800
4	WTRG	Essential Utilities, Inc. This page	44	$1,685
5	AWR	American States Water Co	7	$578

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,685	44	0.0%	Shares	Sole	2026-08-07
2026-03-31	$1,771	44	0.0%	Shares	Sole	2026-04-17
2025-12-31	$1,687	44	0.0%	Shares	Sole	2026-02-24
2025-09-30	$1,755	44	-22.8%	Shares	Sole	2025-11-21
2025-06-30	$2,116	57	+29.5%	Shares	Sole	2025-08-11
2025-03-31	$1,739	44	0.0%	Shares	Sole	2025-05-16
2024-12-31	$1,598	44	0.0%	Shares	Sole	2025-02-07
2024-09-30	$1,697	44	0.0%	Shares	Sole	2024-11-13
2024-06-30	$1,642	44	-22.8%	Shares	Sole	2024-08-08
2024-03-31	$2,111	57	+29.5%	Shares	Sole	2024-05-08
2023-12-31	$1,643	44	-73.7%	Shares	Sole	2024-02-14
2023-09-30	$5,733	167	+60.6%	Shares	Sole	2023-11-08
2023-06-30	$4,150	104	-9.6%	Shares	Sole	2023-08-09
2023-03-31	$5,019	115	+10.6%	Shares	Sole	2023-05-10
2022-12-31	$4,963	104	-52.5%	Shares	Sole	2023-02-09
2022-09-30	$9,062	219	+112.6%	Shares	Sole	2022-11-09
2022-06-30	$4,722	103	-14.2%	Shares	Sole	2022-08-12
2021-12-31	$6,442	120	+51.9%	Shares	Sole	2022-02-14
2021-09-30	$3,640	79	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.