BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in WTRG — Essential Utilities, Inc.
CIK 2010186
CINCINNATI, OH
Position in WTRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$153
-$1,538 QoQ
Shares Held
4
-90.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#683
of 691 holders
Holding Since
Mar 2020
21 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $1,391,743 across 2 Utilities - Regulated Water names. WTRG ranks #2 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
10,576 | $1,391,590 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
4 | $153 |
All Filings in WTRG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153 | 4 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,691 | 42 | Shares | Sole | 2026-05-06 | |
| 2024-12-31 | $54,480 | 1,500 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $97,620 | 2,531 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $94,482 | 2,531 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $93,773 | 2,531 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $94,532 | 2,531 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $86,889 | 2,531 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $101,012 | 2,531 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $110,478 | 2,531 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $130,350 | 2,731 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $113,008 | 2,731 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $126,912 | 2,768 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $139,636 | 2,731 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $56,724 | 1,231 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $56,256 | 1,231 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $55,087 | 1,231 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $62,328 | 1,318 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $53,049 | 1,318 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $55,672 | 1,318 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $53,642 | 1,318 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||