Position in WTRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,360,606
+$96,539 QoQ
Shares Held
322,647
+5.9% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#79
of 693 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 70%
None 30%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $88,183,141 across 9 Utilities - Regulated Water names. WTRG ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
406,504 | $53,487,793 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
322,647 | $12,360,606 | |
| 3 | AWR |
American States Water Co
|
86,353 | $7,135,348 | |
| 4 | CWT |
California Water Service Group
|
130,513 | $6,349,456 | |
| 5 | HTO |
H2o America
|
79,081 | $4,805,751 | |
| 6 | MSEX |
Middlesex Water Co
|
36,963 | $2,075,841 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
193,024 | $1,115,678 | |
| 8 | ARTNA |
Artesian Resources Corp
|
15,046 | $511,412 |
All Filings in WTRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,360,606 | 322,647 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $12,264,067 | 304,546 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $15,427,047 | 402,165 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $15,903,341 | 398,580 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $14,026,848 | 377,675 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $14,505,335 | 366,945 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $13,089,653 | 360,398 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $16,617,303 | 430,835 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $15,419,789 | 413,067 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $15,929,201 | 429,938 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $15,772,529 | 422,290 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $13,914,083 | 405,304 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $14,797,467 | 370,771 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $16,819,084 | 385,317 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $17,744,580 | 371,770 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $15,319,536 | 370,216 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $15,972,121 | 348,356 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $18,305,305 | 358,015 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $19,062,526 | 355,048 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $16,076,067 | 348,873 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $19,347,139 | 423,351 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $18,970,553 | 423,923 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $20,710,654 | 437,950 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $18,510,492 | 459,888 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $20,806,663 | 492,582 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $19,740,313 | 485,020 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||