Position in WTRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,531,132
-$1,988,050 QoQ
Shares Held
196,584
-16.8% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#115
of 693 holders
Holding Since
Mar 2022
18 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, 2026BARCLAYS PLC holds $84,476,089 across 12 Utilities - Regulated Water names. WTRG ranks #3 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
428,377 | $56,365,844 | |
| 2 | CDZI |
Cadiz Inc
|
3,469,347 | $14,501,869 | |
| 3 | WTRG |
Essential Utilities, Inc.
This page
|
196,584 | $7,531,132 | |
| 4 | AWR |
American States Water Co
|
44,251 | $3,656,459 | |
| 5 | HTO |
H2o America
|
19,442 | $1,181,489 | |
| 6 | CWT |
California Water Service Group
|
11,133 | $541,619 | |
| 7 | YORW |
York Water Co
|
7,012 | $214,917 | |
| 8 | GWRS |
Global Water Resources, Inc.
|
28,008 | $202,777 |
All Filings in WTRG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,531,132 | 196,584 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $9,519,182 | 236,384 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $21,075,290 | 549,408 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,756,048 | 645,515 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $12,615,120 | 339,664 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $13,508,862 | 341,737 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $16,081,296 | 442,767 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $13,577,448 | 352,021 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $14,295,559 | 382,951 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $13,637,585 | 368,086 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $16,523,376 | 442,393 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $8,115,782 | 236,405 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $11,218,460 | 281,094 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $9,480,778 | 217,200 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $9,629,239 | 201,744 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $7,002,322 | 169,220 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $7,078,046 | 154,374 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,918,757 | 115,759 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||