OPPENHEIMER & CO INC

Position in WTRG — Essential Utilities, Inc.

CIK 822581 NEW YORK, NY

Position in WTRG

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$341,731

+$15,556 QoQ

Shares Held

8,486

-0.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

OPPENHEIMER & CO INC holds $3,640,447 across 3 Utilities - Regulated Water names.

#	Ticker	Company	Shares	Value (USD)
1	MSEX	Middlesex Water Co	27,692	$1,555,182
2	AWK	American Water Works Company, Inc.	9,791	$1,288,299
3	AWR	American States Water Co	9,645	$796,966

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$341,731	8,486	-0.2%	Shares	Sole	2026-04-24
2025-12-31	$326,175	8,503	-4.7%	Shares	Sole	2026-02-02
2025-09-30	$355,828	8,918	+2.4%	Shares	Sole	2025-11-06
2025-06-30	$323,526	8,711	-10.9%	Shares	Sole	2025-07-31
2025-03-31	$386,405	9,775	+14.2%	Shares	Sole	2025-04-23
2024-12-31	$310,790	8,557	-17.5%	Shares	Sole	2025-02-05
2024-09-30	$400,240	10,377	-2.1%	Shares	Sole	2024-11-05
2024-06-30	$395,548	10,596	+45.2%	Shares	Sole	2024-08-08
2024-03-31	$270,353	7,297	+13.9%	Shares	Sole	2024-05-07
2023-12-31	$239,338	6,408	-4.6%	Shares	Sole	2024-02-13
2023-09-30	$230,628	6,718	0.0%	Shares	Sole	2023-11-08
2023-06-30	$268,115	6,718	-49.6%	Shares	Sole	2023-08-03
2023-03-31	$581,767	13,328	+50.6%	Shares	Sole	2023-05-10
2022-12-31	$422,410	8,850	+51.5%	Shares	Sole	2023-02-08
2022-09-30	$241,659	5,840	-59.8%	Shares	Sole	2022-11-14
2022-06-30	$666,659	14,540	-1.8%	Shares	Sole	2022-08-08
2022-03-31	$757,337	14,812	+7.2%	Shares	Sole	2022-05-12
2021-12-31	$741,566	13,812	+0.7%	Shares	Sole	2022-02-02
2021-09-30	$631,848	13,712	+99.0%	Shares	Sole	2021-11-12
2021-06-30	$314,918	6,891	0.0%	Shares	Sole	2021-08-03
2021-03-31	$308,372	6,891	+7.0%	Shares	Sole	2021-05-10
2020-12-31	$304,594	6,441	-9.0%	Shares	Sole	2021-02-11
2020-09-30	$285,010	7,081	-34.2%	Shares	Sole	2020-11-13
2020-06-30	$454,333	10,756	+8.7%	Shares	Sole	2020-08-11
2020-03-31	$402,767	9,896	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.