MERCER GLOBAL ADVISORS INC /ADV

Position in WTRG — Essential Utilities, Inc.

CIK 853758 DENVER, CO

Position in WTRG

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$3,774,569

+$1,157,181 QoQ

Shares Held

98,527

+51.6% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#163

of 695 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 28% Shared 0% None 72%

Utilities · as of Jun 30, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $15,424,295 across 9 Utilities - Regulated Water names. WTRG ranks #2 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	38,748	$5,098,461
2	WTRG	Essential Utilities, Inc. This page	98,527	$3,774,569
3	AWR	American States Water Co	35,011	$2,892,958
4	CWT	California Water Service Group	24,355	$1,184,870
5	HTO	H2o America	12,106	$735,681
6	CWCO	Consolidated Water Co. Ltd.	22,206	$655,077
7	YORW	York Water Co	15,791	$483,994
8	MSEX	Middlesex Water Co	5,509	$309,385

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,774,569	98,527	+51.6%	Shares	Sole	2026-08-19
2026-03-31	$2,617,388	64,996	+18.4%	Shares	Sole	2026-05-15
2025-12-31	$2,105,196	54,880	+7.5%	Shares	Sole	2026-02-18
2025-09-30	$2,036,296	51,035	+37.0%	Shares	Sole	2025-11-14
2025-06-30	$1,383,502	37,251	+17.8%	Shares	Sole	2025-08-14
2025-03-31	$1,250,531	31,635	-2.6%	Shares	Sole	2025-05-15
2024-12-31	$1,179,419	32,473	-8.7%	Shares	Sole	2025-02-14
2024-09-30	$1,371,626	35,562	+6.2%	Shares	Sole	2024-11-14
2024-06-30	$1,249,696	33,477	+0.3%	Shares	Sole	2024-08-12
2024-03-31	$1,237,025	33,388	-6.5%	Shares	Sole	2024-05-15
2023-12-31	$1,334,067	35,718	-2.7%	Shares	Sole	2024-02-15
2023-09-30	$1,259,979	36,702	-5.8%	Shares	Sole	2023-11-15
2023-06-30	$1,554,973	38,962	-3.5%	Shares	Sole	2023-08-14
2023-03-31	$1,762,761	40,384	-1.5%	Shares	Sole	2023-05-16
2022-12-31	$1,957,550	41,013	-7.0%	Shares	Sole	2023-02-09
2022-09-30	$1,825,520	44,116	+63.2%	Shares	Sole	2022-11-15
2022-06-30	$1,239,187	27,027	+4.4%	Shares	Sole	2022-08-10
2022-03-31	$1,323,755	25,890	-19.2%	Shares	Sole	2022-05-10
2021-12-31	$1,721,086	32,056	-4.8%	Shares	Sole	2022-02-04
2021-09-30	$1,551,974	33,680	-5.6%	Shares	Sole	2021-11-10
2021-06-30	$1,630,804	35,685	+8.0%	Shares	Sole	2021-08-10
2021-03-31	$1,479,166	33,054	+0.6%	Shares	Sole	2021-08-10
2020-12-31	$1,554,138	32,864	-0.1%	Shares	Sole	2021-02-12
2020-09-30	$1,324,104	32,897	+0.8%	Shares	Sole	2020-12-10
2020-06-30	$1,377,953	32,622	-10.6%	Shares	Sole	2020-08-10
2020-03-31	$1,485,590	36,501	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.