RAYMOND JAMES FINANCIAL INC

Position in WTRG — Essential Utilities, Inc.

CIK 720005 ST. PETERSBURG, FL

Position in WTRG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$11,188,127

-$1,254,415 QoQ

Shares Held

292,042

-5.5% QoQ

Ownership

0.103%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#86

of 691 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Utilities · as of Jun 30, 2026

RAYMOND JAMES FINANCIAL INC holds $226,024,702 across 10 Utilities - Regulated Water names. WTRG ranks #4 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	1,305,302	$171,751,635
2	HTO	H2o America	315,073	$19,146,985
3	CWT	California Water Service Group	283,593	$13,796,799
4	WTRG	Essential Utilities, Inc. This page	292,042	$11,188,127
5	AWR	American States Water Co	59,953	$4,953,915
6	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	352,700	$2,038,605
7	MSEX	Middlesex Water Co	21,212	$1,191,265
8	ARTNA	Artesian Resources Corp	27,361	$929,999

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,188,127	292,042	-5.5%	Shares	Defined	2026-08-14
2026-03-31	$12,442,542	308,978	+0.2%	Shares	Defined	2026-05-14
2025-12-31	$11,832,140	308,450	+0.5%	Shares	Defined	2026-02-18
2025-09-30	$12,240,321	306,775	+1.5%	Shares	Defined	2025-11-14
2025-06-30	$11,224,561	302,223	-9.5%	Shares	Defined	2025-08-14
2025-03-31	$13,201,635	333,965	+64.3%	Shares	Defined	2025-05-13
2024-12-31	$7,382,548	203,264	—	Shares	Defined	2025-04-23
No filing history on record for this holder in this stock.