Position in WTRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$181,704
-$22,585 QoQ
Shares Held
4,743
-6.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#501
of 691 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026UMB Bank, n.a. holds $1,458,033 across 8 Utilities - Regulated Water names. WTRG ranks #2 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
8,441 | $1,110,666 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
4,743 | $181,704 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
17,896 | $103,438 | |
| 4 | AWR |
American States Water Co
|
256 | $21,153 | |
| 5 | CWT |
California Water Service Group
|
348 | $16,930 | |
| 6 | PCYO |
Pure Cycle Corp
|
1,000 | $10,710 | |
| 7 | HTO |
H2o America
|
112 | $6,806 | |
| 8 | MSEX |
Middlesex Water Co
|
118 | $6,626 |
All Filings in WTRG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $181,704 | 4,743 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $204,289 | 5,073 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $167,325 | 4,362 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $148,826 | 3,730 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $117,399 | 3,161 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $103,252 | 2,612 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $16,779 | 462 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $75,751 | 1,964 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $6,719 | 180 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $77,916 | 2,103 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $75,484 | 2,021 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $71,645 | 2,087 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $80,658 | 2,021 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $88,216 | 2,021 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $102,142 | 2,140 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $420,379 | 10,159 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $1,696,266 | 36,996 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $1,752,838 | 34,282 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $1,899,068 | 35,371 | Shares | Defined | 2022-02-09 | |
| 2021-03-31 | $256,999 | 5,743 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $271,586 | 5,743 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $231,598 | 5,754 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $243,048 | 5,754 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $233,658 | 5,741 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||