TRUIST FINANCIAL CORP

Position in WTRG — Essential Utilities, Inc.

CIK 92230 CHARLOTTE, NC

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Position in WTRG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$677,895

+$94,907 QoQ

Shares Held

17,695

+22.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#330

of 691 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Common Shares in WTRG Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Water

Utilities · as of Jun 30, 2026

TRUIST FINANCIAL CORP holds $3,396,468 across 2 Utilities - Regulated Water names. WTRG ranks #2 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AWK	American Water Works Company, Inc.	20,661	$2,718,573
2	WTRG	Essential Utilities, Inc. This page	17,695	$677,895

All Filings in WTRG

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$677,895	17,695	+22.2%	Shares	Defined	2026-07-28
2026-03-31	$582,988	14,477	+1.1%	Shares	Defined	2026-04-27
2025-12-31	$549,506	14,325	-36.9%	Shares	Defined	2026-02-02
2025-09-30	$905,250	22,688	-15.2%	Shares	Defined	2025-11-03
2025-06-30	$993,197	26,742	+22.8%	Shares	Defined	2025-07-18
2025-03-31	$860,843	21,777	+23.4%	Shares	Defined	2025-04-29
2024-12-31	$640,793	17,643	-3.2%	Shares	Defined	2025-01-31
2024-09-30	$703,322	18,235	-7.6%	Shares	Defined	2024-11-13
2024-06-30	$736,333	19,725	-9.1%	Shares	Defined	2024-08-21
2024-03-31	$803,836	21,696	+15.0%	Shares	Defined	2024-05-13
2023-12-31	$704,569	18,864	-3.1%	Shares	Defined	2024-02-02
2023-09-30	$668,164	19,463	+4.3%	Shares	Defined	2023-11-14
2023-06-30	$744,441	18,653	+0.2%	Shares	Defined	2023-08-01
2023-03-31	$812,194	18,607	-26.4%	Shares	Defined	2023-05-05
2022-12-31	$1,207,043	25,289	-2.1%	Shares	Defined	2023-02-17
2022-09-30	$1,069,258	25,840	+0.2%	Shares	Defined	2022-10-26
2022-06-30	$1,182,975	25,801	-7.8%	Shares	Defined	2022-07-22
2022-03-31	$1,431,230	27,992	-60.9%	Shares	Defined	2022-04-22
2021-12-31	$3,845,008	71,615	-4.7%	Shares	Defined	2022-02-14
2021-09-30	$3,461,482	75,119	-6.7%	Shares	Defined	2021-11-05
2021-06-30	$3,679,672	80,518	-6.2%	Shares	Defined	2021-08-16
2021-03-31	$3,842,011	85,855	-76.9%	Shares	Defined	2021-05-17
2020-12-31	$17,571,923	371,578	+6.9%	Shares	Defined	2021-11-19
2020-09-30	$13,995,165	347,706	+11.5%	Shares	Defined	2021-11-05
2020-06-30	$13,166,629	311,710	+48.9%	Shares	Defined	2021-11-16
2020-03-31	$8,522,905	209,408	—	Shares	Defined	2021-11-05
No filing history on record for this holder in this stock.