NBT BANK N A /NY

Bank

Position in WTRG — Essential Utilities, Inc.

CIK 898413 Norwich, NY

Position in WTRG

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$31,567

-$649 QoQ

Shares Held

824

+3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#558

of 691 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

NBT BANK N A /NY holds $1,419,577 across 4 Utilities - Regulated Water names. WTRG ranks #4 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	9,940	$1,307,904
2	MSEX	Middlesex Water Co	820	$46,051
3	CWT	California Water Service Group	700	$34,055
4	WTRG	Essential Utilities, Inc. This page	824	$31,567

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,567	824	+3.0%	Shares	Sole	2026-07-29
2026-03-31	$32,216	800	0.0%	Shares	Other	2026-04-28
2025-12-31	$30,688	800	0.0%	Shares	Other	2026-01-23
2025-09-30	$31,920	800	0.0%	Shares	Other	2025-10-28
2025-06-30	$29,712	800	0.0%	Shares	Other	2025-07-23
2025-03-31	$31,624	800	0.0%	Shares	Other	2025-04-17
2024-12-31	$29,056	800	0.0%	Shares	Other	2025-02-07
2024-09-30	$30,856	800	—	Shares	Other	2024-11-14
No filing history on record for this holder in this stock.