Universal- Beteiligungs- und Servicegesellschaft mbH
Position in WTRG — Essential Utilities, Inc.
CIK 2057170
FRANKFURT AM MAIN, 2M
Position in WTRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,753,944
-$938,617 QoQ
Shares Held
202,400
-6.2% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#111
of 691 holders
Holding Since
Dec 2024
7 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, 2026Universal- Beteiligungs- und Servicegesellschaft mbH holds $78,027,817 across 6 Utilities - Regulated Water names. WTRG ranks #2 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
494,730 | $65,096,573 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
202,400 | $7,753,944 | |
| 3 | CWT |
California Water Service Group
|
73,443 | $3,573,001 | |
| 4 | HTO |
H2o America
|
10,596 | $643,918 | |
| 5 | AWR |
American States Water Co
|
6,948 | $574,113 | |
| 6 | MSEX |
Middlesex Water Co
|
6,878 | $386,268 |
All Filings in WTRG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,753,944 | 202,400 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $8,692,561 | 215,857 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $12,561,480 | 327,463 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $13,131,927 | 329,121 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $8,239,583 | 221,852 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $8,498,989 | 215,001 | Shares | Defined | 2025-05-06 | |
| 2024-12-31 | $7,511,157 | 206,805 | Shares | Defined | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||