STIFEL FINANCIAL CORP

Position in WTRG — Essential Utilities, Inc.

CIK 720672 ST. LOUIS, MO

Back to WTRG Full portfolio

Position in WTRG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$10,009,980

-$415,840 QoQ

Shares Held

261,289

+0.9% QoQ

Ownership

0.092%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#95

of 691 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Common Shares in WTRG Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Water

Utilities · as of Jun 30, 2026

STIFEL FINANCIAL CORP holds $126,288,203 across 5 Utilities - Regulated Water names. WTRG ranks #2 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	870,325	$114,517,361
2	WTRG	Essential Utilities, Inc. This page	261,289	$10,009,980
3	HTO	H2o America	14,545	$883,899
4	AWR	American States Water Co	8,075	$667,235
5	CWT	California Water Service Group	4,311	$209,728

All Filings in WTRG

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,009,980	261,289	+0.9%	Shares	Defined	2026-08-12
2026-03-31	$10,425,820	258,898	-1.8%	Shares	Defined	2026-05-12
2025-12-31	$10,111,732	263,601	-8.1%	Shares	Defined	2026-02-13
2025-09-30	$11,446,032	286,868	+0.4%	Shares	Defined	2025-11-12
2025-06-30	$10,608,482	285,635	-3.1%	Shares	Defined	2025-08-14
2025-03-31	$11,652,098	294,766	+2.4%	Shares	Defined	2025-05-14
2024-12-31	$10,453,512	287,817	+109.5%	Shares	Defined	2025-02-13
2024-09-30	$5,299,863	137,409	+0.2%	Shares	Defined	2024-11-14
2024-06-30	$5,116,933	137,073	-2.9%	Shares	Defined	2024-08-13
2024-03-31	$5,228,420	141,118	-20.8%	Shares	Defined	2024-05-14
2023-12-31	$6,657,374	178,243	-0.2%	Shares	Defined	2024-02-12
2023-09-30	$6,133,980	178,677	+28.3%	Shares	Defined	2023-11-13
2023-06-30	$5,558,983	139,288	+0.8%	Shares	Defined	2023-08-14
2023-03-31	$6,030,639	138,159	-2.1%	Shares	Defined	2023-05-12
2022-12-31	$6,738,567	141,181	-9.3%	Shares	Defined	2023-02-13
2022-09-30	$6,443,155	155,707	-5.2%	Shares	Defined	2022-11-14
2022-06-30	$7,532,924	164,295	+87.3%	Shares	Defined	2022-08-15
2022-03-31	$4,484,764	87,713	+3.4%	Shares	Defined	2022-05-13
2021-12-31	$4,555,111	84,841	-6.0%	Shares	Defined	2022-02-14
2021-09-30	$4,157,290	90,219	+7.8%	Shares	Defined	2021-11-15
2021-06-30	$3,826,003	83,720	+0.6%	Shares	Defined	2021-08-13
2021-03-31	$3,724,586	83,231	-1.1%	Shares	Defined	2021-05-14
2020-12-31	$3,978,791	84,136	-20.6%	Shares	Defined	2021-02-12
2020-09-30	$4,262,595	105,903	-17.3%	Shares	Defined	2020-11-16
2020-06-30	$5,408,702	128,047	-95.7%	Shares	Defined	2020-08-14
2020-03-31	$121,203,253	2,977,967	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.