Envestnet Portfolio Solutions, Inc.

Position in WTRG — Essential Utilities, Inc.

CIK 1998033 BERWYN, PA

Position in WTRG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$528,716

-$20,204 QoQ

Shares Held

13,801

+1.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#357

of 691 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $1,594,556 across 4 Utilities - Regulated Water names. WTRG ranks #1 (33.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTRG	Essential Utilities, Inc. This page	13,801	$528,716
2	HTO	H2o America	6,650	$404,120
3	AWK	American Water Works Company, Inc.	2,995	$394,082
4	AWR	American States Water Co	3,239	$267,638

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$528,716	13,801	+1.2%	Shares	Sole	2026-07-20
2026-03-31	$548,920	13,631	+2.1%	Shares	Sole	2026-04-29
2025-12-31	$512,259	13,354	+1.9%	Shares	Sole	2026-02-06
2025-09-30	$522,849	13,104	-8.6%	Shares	Sole	2025-10-30
2025-06-30	$532,439	14,336	—	Shares	Sole	2025-07-25
No filing history on record for this holder in this stock.