Corient Private Wealth LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1948780 MIAMI, FL

Position in WTRG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,674,064

-$71,968 QoQ

Shares Held

41,571

-8.7% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Utilities · as of Mar 31, 2026

Corient Private Wealth LLC holds $22,777,376 across 6 Utilities - Regulated Water names. WTRG ranks #3 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	124,073	$16,885,094
2	AWR	American States Water Co	29,402	$2,223,379
3	WTRG	Essential Utilities, Inc. This page	41,571	$1,674,064
4	HTO	H2o America	15,460	$907,038
5	MSEX	Middlesex Water Co	16,613	$864,706
6	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	36,561	$223,095

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,674,064	41,571	-8.7%	Shares	Sole	2026-05-15
2025-12-31	$1,746,032	45,517	+10.6%	Shares	Sole	2026-03-09
2025-09-30	$1,642,523	41,166	+20.8%	Shares	Sole	2025-11-14
2025-06-30	$1,265,135	34,064	-16.4%	Shares	Sole	2025-09-26
2025-03-31	$1,611,321	40,762	+1.4%	Shares	Sole	2025-05-14
2024-12-31	$1,459,918	40,196	-5.9%	Shares	Sole	2025-02-10
2024-09-30	$1,647,054	42,703	-7.4%	Shares	Sole	2024-11-12
2024-06-30	$1,721,323	46,111	+0.8%	Shares	Sole	2024-08-13
2024-03-31	$1,694,407	45,733	-12.1%	Shares	Sole	2024-05-09
2023-12-31	$1,942,684	52,013	+40.9%	Shares	Other	2024-02-09
2023-09-30	$1,266,879	36,903	-29.6%	Shares	Sole	2023-11-03
2023-06-30	$2,092,720	52,436	+18.5%	Shares	Sole	2023-08-10
2023-03-31	$1,932,036	44,262	+26.4%	Shares	Sole	2023-05-15
2022-12-31	$1,671,027	35,010	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.