COMMONWEALTH EQUITY SERVICES, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 312272
WALTHAM, MA
Position in WTRG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$8,230,098
-$490,894 QoQ
Shares Held
214,829
-0.8% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#110
of 695 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $20,649,894 across 10 Utilities - Regulated Water names. WTRG ranks #1 (39.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
214,829 | $8,230,098 | |
| 2 | AWK |
American Water Works Company, Inc.
|
55,050 | $7,243,479 | |
| 3 | HTO |
H2o America
|
27,673 | $1,681,688 | |
| 4 | AWR |
American States Water Co
|
13,604 | $1,124,098 | |
| 5 | CWT |
California Water Service Group
|
12,402 | $603,357 | |
| 6 | MSEX |
Middlesex Water Co
|
9,344 | $524,759 | |
| 7 | GWRS |
Global Water Resources, Inc.
|
66,750 | $483,270 | |
| 8 | CWCO |
Consolidated Water Co. Ltd.
|
11,253 | $331,963 |
All Filings in WTRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,230,098 | 214,829 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $8,720,992 | 216,563 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $8,396,965 | 218,899 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,295,529 | 207,908 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $7,715,537 | 207,742 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $9,644,015 | 243,967 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $8,754,609 | 241,041 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,483,514 | 245,878 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $10,135,654 | 271,515 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $9,938,699 | 268,251 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $9,503,632 | 254,448 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $8,918,453 | 259,786 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $10,712,123 | 268,407 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $11,829,673 | 271,012 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $13,247,127 | 277,543 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $11,470,080 | 277,189 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,812,324 | 279,440 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $14,249,982 | 278,701 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $15,284,683 | 284,684 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $13,081,973 | 283,897 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $12,796,685 | 280,015 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $12,346,211 | 275,893 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $12,909,507 | 272,986 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $10,789,415 | 268,060 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $11,694,650 | 276,862 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $12,070,073 | 296,562 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||