Position in WTRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$130,200,174
+$15,862,450 QoQ
Shares Held
3,398,595
+19.7% QoQ
Ownership
1.20%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#12
of 691 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $497,497,046 across 13 Utilities - Regulated Water names. WTRG ranks #2 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
2,185,110 | $287,516,772 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
3,398,595 | $130,200,174 | |
| 3 | HTO |
H2o America
|
436,328 | $26,515,652 | |
| 4 | AWR |
American States Water Co
|
238,467 | $19,704,526 | |
| 5 | CWT |
California Water Service Group
|
197,125 | $9,590,131 | |
| 6 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
1,097,241 | $6,342,052 | |
| 7 | MSEX |
Middlesex Water Co
|
84,708 | $4,757,200 | |
| 8 | CWCO |
Consolidated Water Co. Ltd.
|
141,876 | $4,185,342 |
All Filings in WTRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,200,174 | 3,398,595 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $114,337,724 | 2,839,278 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $60,408,061 | 1,574,767 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $78,139,601 | 1,958,386 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $26,123,123 | 703,369 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $37,308,294 | 943,797 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $15,394,739 | 423,864 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $20,981,691 | 543,990 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $15,909,186 | 426,177 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $17,533,985 | 473,252 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $32,021,535 | 857,337 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $36,839,315 | 1,073,094 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $35,793,722 | 896,861 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $51,221,048 | 1,173,449 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $71,551,517 | 1,499,089 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $73,060,279 | 1,765,594 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $64,259,231 | 1,401,510 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $56,735,943 | 1,109,641 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $45,655,076 | 850,346 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $39,327,252 | 853,456 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $33,761,971 | 738,774 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $29,555,181 | 660,451 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $28,899,957 | 611,122 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $27,571,088 | 684,996 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $29,280,766 | 693,200 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $28,978,480 | 712,002 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||