HSBC HOLDINGS PLC

Position in WTRG — Essential Utilities, Inc.

CIK 873630 LONDON, X0

Position in WTRG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$701,341

+$13,127 QoQ

Shares Held

18,307

+7.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#325

of 691 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

HSBC HOLDINGS PLC holds $86,939,763 across 4 Utilities - Regulated Water names. WTRG ranks #4 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	557,154	$73,310,321
2	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	2,089,749	$12,078,748
3	AWR	American States Water Co	10,279	$849,353
4	WTRG	Essential Utilities, Inc. This page	18,307	$701,341

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$701,341	18,307	+7.1%	Shares	Defined	2026-08-14
2026-03-31	$688,214	17,090	-81.6%	Shares	Defined	2026-04-30
2025-12-31	$3,560,879	92,828	-4.9%	Shares	Defined	2026-03-06
2025-09-30	$3,895,794	97,639	+26.2%	Shares	Defined	2025-11-13
2025-06-30	$2,872,480	77,342	-6.1%	Shares	Defined	2025-08-13
2025-03-31	$3,255,017	82,343	-30.9%	Shares	Sole	2025-05-14
2024-12-31	$4,331,014	119,246	-28.3%	Shares	Sole	2025-02-14
2024-09-30	$6,416,271	166,354	+338.0%	Shares	Sole	2024-11-14
2024-06-30	$1,417,679	37,977	-29.8%	Shares	Sole	2024-08-12
2024-03-31	$2,005,626	54,133	-66.9%	Shares	Sole	2024-05-15
2023-12-31	$6,100,823	163,342	+654.7%	Shares	Defined	2024-02-12
2023-09-30	$743,003	21,643	-61.9%	Shares	Defined	2023-11-13
2023-06-30	$2,268,563	56,842	+12.8%	Shares	Sole	2023-08-11
2023-03-31	$2,198,824	50,374	+201.9%	Shares	Sole	2023-05-15
2022-12-31	$796,518	16,688	-74.6%	Shares	Sole	2023-02-14
2022-09-30	$2,716,761	65,654	+82.8%	Shares	Sole	2022-11-14
2022-06-30	$1,646,611	35,913	-32.6%	Shares	Sole	2022-08-11
2022-03-31	$2,722,467	53,246	-30.7%	Shares	Defined	2022-05-16
2021-12-31	$4,126,130	76,851	-6.6%	Shares	Sole	2022-02-11
2021-09-30	$3,790,264	82,254	-16.8%	Shares	Defined	2021-11-12
2021-06-30	$4,518,860	98,881	-4.0%	Shares	Sole	2021-08-13
2021-03-31	$4,610,592	103,030	-2.1%	Shares	Defined	2021-05-14
2020-12-31	$4,975,002	105,202	+29.1%	Shares	Defined	2021-02-25
2020-09-30	$3,278,845	81,462	+837.7%	Shares	Sole	2020-11-12
2020-06-30	$366,938	8,687	-66.8%	Shares	Defined	2020-08-14
2020-03-31	$1,064,792	26,162	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.