Bleakley Financial Group, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1936953
PARSIPPANY, NJ
Position in WTRG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$893,772
+$458,454 QoQ
Shares Held
23,330
+115.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#299
of 693 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Bleakley Financial Group, LLC holds $893,772 across 1 Utilities - Regulated Water name. WTRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
23,330 | $893,772 |
All Filings in WTRG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $893,772 | 23,330 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $435,318 | 10,810 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $401,514 | 10,467 | Shares | Sole | 2026-02-09 | |
| 2024-12-31 | $363,417 | 10,006 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $403,866 | 10,471 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $392,711 | 10,520 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $438,820 | 11,844 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||