Legal & General Group Plc

Position in WTRG — Essential Utilities, Inc.

CIK 764068 London, X0

Back to WTRG Full portfolio

Position in WTRG

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

Position Value

$134,246,628

-$3,027,679 QoQ

Shares Held

3,504,219

+2.8% QoQ

Ownership

1.23%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#11

of 691 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Common Shares in WTRG Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Water

Utilities · as of Jun 30, 2026

Legal & General Group Plc holds $734,750,002 across 12 Utilities - Regulated Water names. WTRG ranks #2 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	3,372,753	$443,786,838
2	WTRG	Essential Utilities, Inc. This page	3,504,219	$134,246,628
3	CWT	California Water Service Group	807,510	$39,285,360
4	HTO	H2o America	571,546	$34,732,849
5	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	5,062,447	$29,260,943
6	MSEX	Middlesex Water Co	437,504	$24,570,223
7	AWR	American States Water Co	228,364	$18,869,716
8	YORW	York Water Co	321,660	$9,858,878

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	$134,246,628	3,504,219	+2.8%	Shares	Defined	2026-08-14
2026-03-31	$137,274,307	3,408,848	-17.8%	Shares	Defined	2026-05-08
2025-12-31	$159,158,055	4,149,063	+19.0%	Shares	Defined	2026-02-09
2025-09-30	$139,120,486	3,486,729	-0.1%	Shares	Defined	2025-11-13
2025-06-30	$129,578,487	3,488,920	+4.1%	Shares	Defined	2025-08-12
2025-03-31	$132,530,253	3,352,650	+4.3%	Shares	Defined	2025-05-15
2024-12-31	$116,794,041	3,215,695	-0.6%	Shares	Defined	2025-02-13
2024-09-30	$124,717,406	3,233,534	-1.1%	Shares	Defined	2025-02-28
2024-06-30	$122,060,773	3,269,777	-1.3%	Shares	Defined	2025-05-29
2024-03-31	$122,763,913	3,313,466	+6.6%	Shares	Defined	2025-05-29
2023-12-31	$116,143,596	3,109,601	+6.6%	Shares	Defined	2025-05-29
2023-09-30	$100,181,874	2,918,202	+6.1%	Shares	Defined	2023-11-14
2023-06-30	$109,804,821	2,751,311	+2.9%	Shares	Defined	2023-08-14
2023-03-31	$116,690,111	2,673,313	+4.7%	Shares	Defined	2023-05-15
2022-12-31	$121,871,872	2,553,360	+4.7%	Shares	Defined	2023-02-14
2022-09-30	$100,878,108	2,437,847	-9.7%	Shares	Defined	2022-11-14
2022-06-30	$123,765,518	2,699,357	+2.8%	Shares	Defined	2022-08-22
2022-03-31	$134,250,200	2,625,664	+4.0%	Shares	Defined	2022-05-16
2021-12-31	$135,575,840	2,525,160	+3.0%	Shares	Defined	2022-02-14
2021-09-30	$112,929,960	2,450,737	-1.7%	Shares	Defined	2021-11-15
2021-06-30	$113,894,818	2,492,228	-2.2%	Shares	Defined	2021-08-12
2021-03-31	$113,989,391	2,547,249	+4.1%	Shares	Defined	2021-05-17
2020-12-31	$115,749,178	2,447,646	-0.5%	Shares	Defined	2021-02-12
2020-09-30	$98,997,208	2,459,558	+5.5%	Shares	Defined	2020-11-13
2020-06-30	$98,517,702	2,332,332	+13.4%	Shares	Defined	2020-08-14
2020-03-31	$83,741,591	2,057,533	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.