DUFF & PHELPS INVESTMENT MANAGEMENT CO
Position in WTRG — Essential Utilities, Inc.
CIK 765443
CHICAGO, IL
Position in WTRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$78,714,905
-$9,427,426 QoQ
Shares Held
2,054,683
-6.1% QoQ
Ownership
0.724%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#26
of 691 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 25%
None 0%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026DUFF & PHELPS INVESTMENT MANAGEMENT CO holds $208,088,296 across 6 Utilities - Regulated Water names. WTRG ranks #1 (37.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
2,054,683 | $78,714,905 | |
| 2 | AWK |
American Water Works Company, Inc.
|
521,915 | $68,673,574 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
6,400,937 | $36,997,415 | |
| 4 | HTO |
H2o America
|
175,972 | $10,693,818 | |
| 5 | CWT |
California Water Service Group
|
183,197 | $8,912,533 | |
| 6 | AWR |
American States Water Co
|
49,571 | $4,096,051 |
All Filings in WTRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,714,905 | 2,054,683 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $88,142,331 | 2,188,784 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $83,957,803 | 2,188,681 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $87,880,747 | 2,202,525 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $79,583,406 | 2,142,795 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $95,416,090 | 2,413,764 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $87,550,413 | 2,410,529 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $97,632,125 | 2,531,297 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $90,723,360 | 2,430,307 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $104,063,187 | 2,808,723 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $114,641,230 | 3,069,377 | Shares | Other | 2024-02-05 | |
| 2023-09-30 | $94,616,913 | 2,756,100 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $100,451,793 | 2,516,958 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $109,865,216 | 2,516,958 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $117,986,555 | 2,471,958 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $95,530,199 | 2,308,608 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $61,969,026 | 1,351,560 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $63,887,446 | 1,249,510 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $87,049,046 | 1,621,327 | Shares | Other | 2022-02-07 | |
| 2021-09-30 | $57,577,420 | 1,249,510 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $67,181,102 | 1,470,046 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $66,050,821 | 1,475,996 | Shares | Other | 2021-05-10 | |
| 2020-12-31 | $58,311,927 | 1,233,071 | Shares | Other | 2021-01-29 | |
| 2020-09-30 | $49,340,502 | 1,225,851 | Shares | Other | 2020-11-03 | |
| 2020-06-30 | $41,581,731 | 984,416 | Shares | Other | 2020-08-06 | |
| 2020-03-31 | $40,142,654 | 986,306 | Shares | Other | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||