Position in WTRG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,617,388
+$512,192 QoQ
Shares Held
64,996
+18.4% QoQ
Ownership
0.023%
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 24%
Shared 0%
None 76%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $9,568,921 across 9 Utilities - Regulated Water names. WTRG ranks #2 (27.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
24,472 | $3,330,394 | |
| 2 | WTRG |
Essential Utilities, Inc.
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|
64,996 | $2,617,388 | |
| 3 | AWR |
American States Water Co
|
19,559 | $1,479,051 | |
| 4 | CWCO |
Consolidated Water Co. Ltd.
|
18,914 | $626,431 | |
| 5 | CWT |
California Water Service Group
|
12,667 | $574,321 | |
| 6 | HTO |
H2o America
|
7,683 | $450,761 | |
| 7 | YORW |
York Water Co
|
12,352 | $376,118 | |
| 8 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
10,208 | $62,289 |
All Filings in WTRG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,617,388 | 64,996 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,105,196 | 54,880 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,036,296 | 51,035 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,383,502 | 37,251 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,250,531 | 31,635 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,179,419 | 32,473 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,371,626 | 35,562 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,249,696 | 33,477 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,237,025 | 33,388 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,334,067 | 35,718 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,259,979 | 36,702 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,554,973 | 38,962 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,762,761 | 40,384 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,957,550 | 41,013 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,825,520 | 44,116 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,239,187 | 27,027 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,323,755 | 25,890 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,721,086 | 32,056 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,551,974 | 33,680 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,630,804 | 35,685 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,479,166 | 33,054 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $1,554,138 | 32,864 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,324,104 | 32,897 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $1,377,953 | 32,622 | 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. | ||||||