JOHN G ULLMAN & ASSOCIATES INC

Position in WTRG — Essential Utilities, Inc.

CIK 919530 CORNING, NY

Position in WTRG

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$16,250,918

+$697,856 QoQ

Shares Held

403,549

-0.5% QoQ

Ownership

0.142%

of shares outstanding

% of Portfolio

2.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

JOHN G ULLMAN & ASSOCIATES INC holds $3,120,646 across 2 Utilities - Regulated Water names.

#	Ticker	Company	Shares	Value (USD)	Open
1	YORW	York Water Co	92,975	$2,849,683
2	PCYO	Pure Cycle Corp	25,300	$270,963

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,250,918	403,549	-0.5%	Shares	Sole	2026-05-06
2025-12-31	$15,553,062	405,450	-12.8%	Shares	Sole	2026-02-05
2025-09-30	$18,550,507	464,925	+74.8%	Shares	Sole	2025-11-05
2025-06-30	$9,879,314	266,002	+2.0%	Shares	Sole	2025-07-29
2025-03-31	$10,313,456	260,902	-7.5%	Shares	Sole	2025-05-06
2024-12-31	$10,244,056	282,050	+33.0%	Shares	Sole	2025-02-05
2024-09-30	$8,181,545	212,122	+121.7%	Shares	Sole	2024-11-08
2024-06-30	$3,572,481	95,700	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.