Position in WTRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,683,502
-$2,081,741 QoQ
Shares Held
592,104
-3.7% QoQ
Ownership
0.209%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#62
of 691 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $207,583,051 across 13 Utilities - Regulated Water names. WTRG ranks #2 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
1,237,980 | $162,893,405 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
592,104 | $22,683,502 | |
| 3 | AWR |
American States Water Co
|
69,290 | $5,725,430 | |
| 4 | CWT |
California Water Service Group
|
83,459 | $4,060,278 | |
| 5 | HTO |
H2o America
|
49,041 | $2,980,219 | |
| 6 | YORW |
York Water Co
|
89,264 | $2,735,940 | |
| 7 | GWRS |
Global Water Resources, Inc.
|
335,286 | $2,427,470 | |
| 8 | ARTNA |
Artesian Resources Corp
|
43,525 | $1,479,414 |
All Filings in WTRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,683,502 | 592,104 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $24,765,243 | 614,980 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $25,607,062 | 667,546 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $36,728,027 | 920,502 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $22,715,899 | 611,629 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $20,655,372 | 522,524 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $20,556,500 | 565,983 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $20,347,370 | 527,544 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $16,716,968 | 447,816 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $15,581,783 | 420,561 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $13,120,082 | 351,274 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $12,672,540 | 369,139 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $14,234,139 | 356,656 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $15,500,026 | 355,098 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $17,368,277 | 363,886 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $15,251,093 | 368,562 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $16,844,600 | 367,385 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $19,331,330 | 378,082 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $19,958,611 | 371,738 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $16,818,738 | 364,990 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $14,493,113 | 317,136 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $13,797,497 | 308,324 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $19,324,962 | 408,648 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $15,903,337 | 395,114 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $16,344,808 | 386,951 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $17,846,664 | 438,493 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||