City State Bank

Bank

Position in WTRG — Essential Utilities, Inc.

CIK 1910666 NORWALK, IA

Position in WTRG

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$14,557

-$745 QoQ

Shares Held

380

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#591

of 691 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

City State Bank holds $114,817 across 4 Utilities - Regulated Water names. WTRG ranks #3 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSEX	Middlesex Water Co	967	$54,306
2	AWK	American Water Works Company, Inc.	305	$40,131
3	WTRG	Essential Utilities, Inc. This page	380	$14,557
4	YORW	York Water Co	190	$5,823

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,557	380	0.0%	Shares	Sole	2026-07-14
2026-03-31	$15,302	380	0.0%	Shares	Sole	2026-04-20
2025-12-31	$14,576	380	0.0%	Shares	Sole	2026-01-28
2025-09-30	$15,162	380	0.0%	Shares	Sole	2025-10-16
2025-06-30	$14,113	380	0.0%	Shares	Sole	2025-07-31
2025-03-31	$15,021	380	0.0%	Shares	Sole	2025-04-11
2024-12-31	$13,801	380	0.0%	Shares	Sole	2025-01-13
2024-09-30	$14,656	380	0.0%	Shares	Sole	2024-10-10
2024-06-30	$14,185	380	0.0%	Shares	Sole	2024-07-09
2024-03-31	$14,079	380	0.0%	Shares	Sole	2024-04-11
2023-12-31	$14,193	380	0.0%	Shares	Sole	2024-01-10
2023-09-30	$13,045	380	0.0%	Shares	Sole	2023-10-16
2023-06-30	$15,165	380	0.0%	Shares	Sole	2023-07-10
2023-03-31	$16,587	380	0.0%	Shares	Sole	2023-04-10
2022-12-31	$18,137	380	0.0%	Shares	Sole	2023-01-12
2022-09-30	$15,724	380	0.0%	Shares	Sole	2022-10-24
2022-06-30	$17,423	380	0.0%	Shares	Sole	2022-08-22
2022-03-31	$19,429	380	0.0%	Shares	Sole	2022-06-01
2021-12-31	$20,402	380	—	Shares	Sole	2022-03-23
No filing history on record for this holder in this stock.