HM Payson & Co

SEC CIK: 0000928052
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

WTRG holding history

Essential Utilities, Inc. in every 13F filed by HM Payson & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WTRG overview All 13F holders of WTRG Full Q2 2026 holdings

Shares (Q2 2026): 114,308
Value: $4.38M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of WTRG by HM Payson & Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	114,308	$4.38M	0.1%	−875−0.8%	Reduced	Holders
Q1 2026	115,183	$4.64M	0.1%	−1,425−1.2%	Reduced	Holders
Q4 2025	116,608	$4.47M	0.1%	00.0%	Unchanged	Holders
Q3 2025	116,608	$4.65M	0.1%	+270+0.2%	Added	Holders
Q2 2025	116,338	$4.32M	0.1%	+375+0.3%	Added	Holders
Q1 2025	115,963	$4.58M	0.1%	+334+0.3%	Added	Holders
Q4 2024	115,629	$4.20M	0.1%	−425−0.4%	Reduced	Holders
Q3 2024	116,054	$4.48M	0.1%	−1,200−1.0%	Reduced	Holders
Q2 2024	117,254	$4.38M	0.1%	+90.0%	Added	Holders
Q1 2024	117,245	$4.34M	0.1%	−6,540−5.3%	Reduced	Holders
Q4 2023	123,785	$4.62M	0.1%	−400−0.3%	Reduced	Holders
Q3 2023	124,185	$4.26M	0.1%	−10,625−7.9%	Reduced	Holders
Q2 2023	134,810	$5.38M	0.1%	+807+0.6%	Added	Holders
Q1 2023	134,003	$5.85M	0.1%	−326−0.2%	Reduced	Holders
Q4 2022	134,329	$6.41M	0.2%	−800−0.6%	Reduced	Holders
Q3 2022	135,129	$5.59M	0.2%	−100−0.1%	Reduced	Holders
Q2 2022	135,229	$6.20M	0.2%	00.0%	Unchanged	Holders
Q1 2022	135,229	$6.91M	0.2%	00.0%	Unchanged	Holders
Q4 2021	135,229	$7.26M	0.2%	00.0%	Unchanged	Holders
Q3 2021	135,229	$6.23M	0.2%	+4,660+3.6%	Added	Holders
Q2 2021	130,569	$5.97M	0.1%	−568−0.4%	Reduced	Holders
Q1 2021	131,137	$5.87M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.