JONES FINANCIAL COMPANIES LLLP
Position in WTRG — Essential Utilities, Inc.
CIK 815917
DES PERES, MO
Position in WTRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$29,124,717
-$1,745,741 QoQ
Shares Held
760,238
-0.8% QoQ
Ownership
0.268%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#52
of 691 holders
Holding Since
Mar 2021
18 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, 2026JONES FINANCIAL COMPANIES LLLP holds $39,109,847 across 12 Utilities - Regulated Water names. WTRG ranks #1 (74.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
760,238 | $29,124,717 | |
| 2 | AWK |
American Water Works Company, Inc.
|
69,529 | $9,148,625 | |
| 3 | AWR |
American States Water Co
|
6,102 | $504,208 | |
| 4 | CWT |
California Water Service Group
|
1,456 | $70,834 | |
| 5 | YORW |
York Water Co
|
1,969 | $60,349 | |
| 6 | ARTNA |
Artesian Resources Corp
|
1,518 | $51,596 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
8,102 | $46,829 | |
| 8 | CWCO |
Consolidated Water Co. Ltd.
|
1,150 | $33,925 |
All Filings in WTRG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,124,717 | 760,238 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $30,870,458 | 766,587 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,570,797 | 458,050 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,469,177 | 437,824 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $13,962,002 | 375,929 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,538,401 | 317,187 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $8,725,262 | 240,233 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $7,056,072 | 182,942 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,773,946 | 127,885 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,200,304 | 86,378 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,010,064 | 53,817 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $35,737 | 1,041 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $165,307 | 4,142 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $45,439 | 1,041 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $49,686 | 1,041 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $12,869 | 311 | Shares | Sole | 2022-11-03 | |
| 2021-06-30 | $31,990 | 700 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $31,325 | 700 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||