BANK OF MONTREAL /CAN/

Bank

Position in WTRG — Essential Utilities, Inc.

CIK 927971 TORONTO, A6

Back to WTRG Full portfolio

Position in WTRG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$5,443,619

-$41,113 QoQ

Shares Held

142,094

+4.3% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#134

of 693 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Common Shares in WTRG Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Water

Utilities · as of Jun 30, 2026

BANK OF MONTREAL /CAN/ holds $71,476,653 across 6 Utilities - Regulated Water names. WTRG ranks #2 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	440,823	$58,003,487
2	WTRG	Essential Utilities, Inc. This page	142,094	$5,443,619
3	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	757,003	$4,375,476
4	AWR	American States Water Co	15,577	$1,287,126
5	HTO	H2o America	19,663	$1,194,919
6	CWT	California Water Service Group	24,091	$1,172,026

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	$5,443,619	142,094	+4.3%	Shares	Defined	2026-08-12
2026-03-31	$5,484,732	136,199	-2.0%	Shares	Defined	2026-05-13
2025-12-31	$5,332,228	139,005	-10.2%	Shares	Defined	2026-02-12
2025-09-30	$6,175,960	154,786	+5.4%	Shares	Defined	2025-11-13
2025-06-30	$5,454,862	146,873	-2.2%	Shares	Defined	2025-08-05
2025-03-31	$5,936,772	150,184	-0.7%	Shares	Defined	2025-05-13
2024-12-31	$5,493,253	151,246	-75.0%	Shares	Defined	2025-02-13
2024-09-30	$23,340,786	605,154	-3.2%	Shares	Defined	2024-11-13
2024-06-30	$23,339,198	625,213	-46.1%	Shares	Defined	2024-08-14
2024-03-31	$42,962,955	1,159,594	-39.4%	Shares	Defined	2024-05-13
2023-12-31	$71,526,518	1,915,034	+949.0%	Shares	Defined	2024-02-08
2023-09-30	$6,267,112	182,555	-1.4%	Shares	Defined	2023-11-01
2023-06-30	$7,392,487	185,229	-0.9%	Shares	Defined	2023-08-02
2023-03-31	$8,158,619	186,910	+0.3%	Shares	Defined	2024-06-13
2022-12-31	$8,898,254	186,429	-0.1%	Shares	Defined	2023-02-01
2022-09-30	$7,725,851	186,705	-83.5%	Shares	Defined	2022-11-10
2022-06-30	$51,738,926	1,128,439	+18.0%	Shares	Defined	2022-08-11
2022-03-31	$48,916,375	956,706	-45.1%	Shares	Defined	2022-05-12
2021-12-31	$93,494,903	1,741,384	-2.9%	Shares	Defined	2022-02-11
2021-09-30	$82,617,752	1,792,920	+32.7%	Shares	Defined	2021-11-12
2021-06-30	$61,749,426	1,351,191	-1.6%	Shares	Defined	2021-08-12
2021-03-31	$61,444,210	1,373,055	-44.6%	Shares	Defined	2021-05-13
2020-12-31	$117,111,602	2,476,456	+2527.1%	Shares	Defined	2021-02-12
2020-09-30	$3,794,246	94,267	+1.8%	Shares	Defined	2020-11-12
2020-06-30	$3,911,380	92,599	+11.3%	Shares	Defined	2020-08-12
2020-03-31	$3,385,546	83,183	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.