Farther Finance Advisors, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1992825
SAN FRANCISCO, CA
Position in WTRG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$629,816
-$124,521 QoQ
Shares Held
16,440
-12.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#338
of 691 holders
Holding Since
Dec 2022
15 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, 2026Farther Finance Advisors, LLC holds $2,503,699 across 13 Utilities - Regulated Water names. WTRG ranks #2 (25.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
5,919 | $778,822 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
16,440 | $629,816 | |
| 3 | AWR |
American States Water Co
|
7,337 | $606,256 | |
| 4 | CWT |
California Water Service Group
|
4,235 | $206,032 | |
| 5 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
31,791 | $183,751 | |
| 6 | HTO |
H2o America
|
1,004 | $61,013 | |
| 7 | YORW |
York Water Co
|
466 | $14,282 | |
| 8 | MSEX |
Middlesex Water Co
|
231 | $12,972 |
All Filings in WTRG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $629,816 | 16,440 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $754,337 | 18,732 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $603,786 | 15,740 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $454,421 | 11,389 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $256,563 | 6,908 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $128,393 | 3,248 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $36,828 | 1,014 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $44,316 | 1,149 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $23,667 | 634 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $14,968 | 404 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $15,985 | 428 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,471 | 72 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $758 | 19 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $2,444 | 56 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $572 | 12 | Shares | Sole | 2023-09-12 | |
| No filing history on record for this holder in this stock. | ||||||