Position in WTRG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,835,334
-$359,496 QoQ
Shares Held
126,216
-2.2% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#146
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, 2026AMALGAMATED BANK holds $11,905,235 across 6 Utilities - Regulated Water names. WTRG ranks #1 (40.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
126,216 | $4,835,334 | |
| 2 | AWK |
American Water Works Company, Inc.
|
34,202 | $4,500,299 | |
| 3 | AWR |
American States Water Co
|
10,548 | $871,581 | |
| 4 | CWT |
California Water Service Group
|
16,101 | $783,313 | |
| 5 | HTO |
H2o America
|
10,459 | $635,593 | |
| 6 | MSEX |
Middlesex Water Co
|
4,970 | $279,115 |
All Filings in WTRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,835,334 | 126,216 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,194,830 | 129,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,786,752 | 124,785 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,117,813 | 128,266 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,401,572 | 118,513 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,578,838 | 115,832 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,382,879 | 120,674 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,629,981 | 120,041 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,285,405 | 141,586 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,081,296 | 137,147 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $5,833,621 | 156,188 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,363,616 | 156,237 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,308,733 | 158,074 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $7,106,263 | 162,801 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $8,297,717 | 173,847 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,240,217 | 174,969 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $7,626,047 | 166,326 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,168,477 | 159,759 | Shares | Sole | 2022-08-25 | |
| 2021-12-31 | $8,900,244 | 165,771 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $7,353,538 | 159,582 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $8,044,342 | 176,025 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,248,883 | 27,908 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,407,492 | 29,763 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,194,861 | 29,686 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,259,089 | 29,808 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,987,706 | 48,838 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||