SouthState Bank Corp

Bank

Position in WTRG — Essential Utilities, Inc.

CIK 764038 WINTER HAVEN, FL

Position in WTRG

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$26,817

-$808 QoQ

Shares Held

700

+2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#567

of 691 holders

Holding Since

Sep 2020

20 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Utilities · as of Jun 30, 2026

SouthState Bank Corp holds $521,046 across 3 Utilities - Regulated Water names. WTRG ranks #3 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	3,001	$394,871
2	HTO	H2o America	1,635	$99,358
3	WTRG	Essential Utilities, Inc. This page	700	$26,817

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,817	700	+2.0%	Shares	Defined	2026-08-06
2026-03-31	$27,625	686	0.0%	Shares	Defined	2026-05-05
2025-12-31	$26,314	686	-2.1%	Shares	Defined	2026-02-11
2025-09-30	$27,969	701	0.0%	Shares	Defined	2025-11-05
2025-06-30	$26,035	701	+834.7%	Shares	Defined	2025-08-06
2025-03-31	$2,964	75	-62.7%	Shares	Defined	2025-05-12
2023-12-31	$7,507	201	0.0%	Shares	Defined	2024-02-06
2023-09-30	$6,900	201	0.0%	Shares	Defined	2023-11-07
2023-06-30	$8,021	201	0.0%	Shares	Defined	2023-08-08
2023-03-31	$8,773	201	0.0%	Shares	Defined	2023-05-08
2022-12-31	$9,593	201	0.0%	Shares	Defined	2023-02-10
2022-09-30	$8,317	201	0.0%	Shares	Defined	2022-11-07
2022-06-30	$9,215	201	0.0%	Shares	Defined	2022-08-05
2022-03-31	$10,277	201	-67.3%	Shares	Defined	2022-08-04
2021-12-31	$33,019	615	0.0%	Shares	Defined	2022-02-11
2021-09-30	$28,339	615	-50.8%	Shares	Defined	2021-11-10
2021-06-30	$57,125	1,250	0.0%	Shares	Defined	2021-08-10
2021-03-31	$55,937	1,250	0.0%	Shares	Defined	2021-05-12
2020-12-31	$59,112	1,250	0.0%	Shares	Defined	2021-02-10
2020-09-30	$50,312	1,250	—	Shares	Defined	2020-11-10
No filing history on record for this holder in this stock.