Position in WTRG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,757,969
+$12,909 QoQ
Shares Held
45,888
+5.9% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#225
of 693 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026NISA INVESTMENT ADVISORS, LLC holds $5,457,701 across 12 Utilities - Regulated Water names. WTRG ranks #2 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
19,619 | $2,581,467 | |
| 2 | WTRG |
Essential Utilities, Inc.
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|
45,888 | $1,757,969 | |
| 3 | CWT |
California Water Service Group
|
14,284 | $694,916 | |
| 4 | AWR |
American States Water Co
|
2,399 | $198,229 | |
| 5 | YORW |
York Water Co
|
2,097 | $64,273 | |
| 6 | GWRS |
Global Water Resources, Inc.
|
8,284 | $59,976 | |
| 7 | CDZI |
Cadiz Inc
|
11,264 | $47,083 | |
| 8 | HTO |
H2o America
|
381 | $23,153 |
All Filings in WTRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,757,969 | 45,888 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,745,060 | 43,334 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,938,906 | 50,545 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,884,237 | 47,224 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,124,853 | 57,212 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,257,953 | 57,120 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,821,448 | 50,150 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,876,816 | 48,660 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,817,037 | 48,675 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,794,627 | 48,438 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,827,722 | 48,935 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,681,140 | 48,970 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,041,556 | 51,154 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,208,428 | 50,594 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,925,562 | 61,294 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,660,485 | 64,294 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,777,363 | 60,575 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,473,413 | 48,375 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,677,788 | 49,875 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $2,298,240 | 49,875 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $2,416,387 | 52,875 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,598,856 | 58,075 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,735,017 | 57,835 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,317,393 | 57,575 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $2,431,968 | 57,575 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $2,530,522 | 62,175 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||