Alpine Bank Wealth Management
BankPosition in WTRG — Essential Utilities, Inc.
CIK 1974910
GRAND JUNCTION, CO
Position in WTRG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$79,761
-$3,310 QoQ
Shares Held
2,082
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#525
of 693 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Alpine Bank Wealth Management holds $217,920 across 2 Utilities - Regulated Water names. WTRG ranks #2 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
1,050 | $138,159 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
2,082 | $79,761 |
All Filings in WTRG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,761 | 2,082 | Shares | Other | 2026-08-07 | |
| 2025-09-30 | $83,071 | 2,082 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $77,325 | 2,082 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $82,301 | 2,082 | Shares | Other | 2025-04-23 | |
| 2024-09-30 | $80,302 | 2,082 | Shares | Other | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||