DELTA ASSET MANAGEMENT LLC/TN

Position in WTRG — Essential Utilities, Inc.

CIK 860857 MEMPHIS, TN

Position in WTRG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$21,453

-$1,098 QoQ

Shares Held

560

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#578

of 691 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

DELTA ASSET MANAGEMENT LLC/TN holds $46,602 across 3 Utilities - Regulated Water names. WTRG ranks #1 (46.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTRG	Essential Utilities, Inc. This page	560	$21,453
2	YORW	York Water Co	417	$12,781
3	AWK	American Water Works Company, Inc.	94	$12,368

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,453	560	0.0%	Shares	Sole	2026-08-10
2026-03-31	$22,551	560	0.0%	Shares	Sole	2026-05-11
2025-12-31	$21,481	560	0.0%	Shares	Sole	2026-02-09
2025-09-30	$22,344	560	0.0%	Shares	Sole	2025-11-04
2025-06-30	$20,798	560	0.0%	Shares	Sole	2025-08-11
2025-03-31	$22,136	560	0.0%	Shares	Sole	2025-05-09
2024-12-31	$20,339	560	0.0%	Shares	Sole	2025-02-12
2024-09-30	$21,599	560	-41.7%	Shares	Sole	2024-11-07
2024-06-30	$35,836	960	0.0%	Shares	Sole	2024-08-12
2024-03-31	$35,568	960	-23.8%	Shares	Sole	2024-05-13
2023-12-31	$47,061	1,260	0.0%	Shares	Sole	2024-02-09
2023-09-30	$43,255	1,260	-26.8%	Shares	Sole	2023-11-09
2023-06-30	$68,725	1,722	0.0%	Shares	Sole	2023-08-10
2023-03-31	$75,165	1,722	-23.8%	Shares	Sole	2023-05-12
2022-12-31	$107,917	2,261	-31.5%	Shares	Sole	2023-02-13
2021-12-31	$177,177	3,300	0.0%	Shares	Sole	2022-02-09
2021-09-30	$152,064	3,300	0.0%	Shares	Sole	2021-11-03
2021-06-30	$150,810	3,300	0.0%	Shares	Sole	2021-08-02
2021-03-31	$147,675	3,300	0.0%	Shares	Sole	2021-04-28
2020-12-31	$156,057	3,300	0.0%	Shares	Sole	2021-02-02
2020-09-30	$132,825	3,300	0.0%	Shares	Sole	2020-10-28
2020-06-30	$139,392	3,300	0.0%	Shares	Sole	2020-07-23
2020-03-31	$134,310	3,300	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.