HM PAYSON & CO

Position in WTRG — Essential Utilities, Inc.

CIK 928052 PORTLAND, ME

Position in WTRG

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$4,379,139

-$259,280 QoQ

Shares Held

114,308

-0.8% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#153

of 691 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Utilities · as of Jun 30, 2026

HM PAYSON & CO holds $4,726,021 across 3 Utilities - Regulated Water names. WTRG ranks #1 (92.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTRG	Essential Utilities, Inc. This page	114,308	$4,379,139
2	AWK	American Water Works Company, Inc.	2,481	$326,449
3	CWT	California Water Service Group	420	$20,433

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,379,139	114,308	-0.8%	Shares	Sole	2026-07-17
2026-03-31	$4,638,419	115,183	-1.2%	Shares	Sole	2026-04-13
2025-12-31	$4,473,082	116,608	0.0%	Shares	Sole	2026-02-12
2025-09-30	$4,652,658	116,608	+0.2%	Shares	Sole	2025-10-17
2025-06-30	$4,320,792	116,338	+0.3%	Shares	Sole	2025-10-17
2025-03-31	$4,584,016	115,963	+0.3%	Shares	Sole	2025-04-29
2024-12-31	$4,199,645	115,629	-0.4%	Shares	Sole	2025-02-07
2024-09-30	$4,476,201	116,054	-1.0%	Shares	Sole	2024-10-28
2024-06-30	$4,377,091	117,254	+0.0%	Shares	Sole	2024-08-13
2024-03-31	$4,343,926	117,245	-5.3%	Shares	Sole	2024-06-20
2023-12-31	$4,623,368	123,785	-0.3%	Shares	Sole	2024-02-13
2023-09-30	$4,263,270	124,185	-7.9%	Shares	Sole	2023-11-06
2023-06-30	$5,380,266	134,810	+0.6%	Shares	Sole	2023-07-17
2023-03-31	$5,849,230	134,003	-0.2%	Shares	Sole	2023-04-18
2022-12-31	$6,411,523	134,329	-0.6%	Shares	Sole	2023-02-06
2022-09-30	$5,591,638	135,129	-0.1%	Shares	Sole	2022-10-25
2022-06-30	$6,200,249	135,229	0.0%	Shares	Sole	2022-08-15
2022-03-31	$6,914,258	135,229	0.0%	Shares	Sole	2022-05-12
2021-12-31	$7,260,445	135,229	0.0%	Shares	Sole	2022-02-15
2021-09-30	$6,231,352	135,229	+3.6%	Shares	Sole	2021-11-30
2021-06-30	$5,967,003	130,569	-0.4%	Shares	Sole	2021-08-17
2021-03-31	$5,868,380	131,137	0.0%	Shares	Sole	2021-06-15
2020-12-31	$6,201,468	131,137	-2.8%	Shares	Sole	2021-03-10
2020-09-30	$5,429,845	134,903	-0.3%	Shares	Sole	2020-12-21
2020-06-30	$5,714,353	135,283	-1.7%	Shares	Sole	2020-08-13
2020-03-31	$5,602,802	137,661	—	Shares	Sole	2020-07-01
No filing history on record for this holder in this stock.