Skip to main content
Livermore
Livermore
ZHEN

D.A. Davidson & Co.

SEC CIK
0001080107
Latest filing
Jul 24, 2026

WTRG holding history

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

WTRG overviewAll 13F holders of WTRGFull Q2 2026 holdings

Shares (Q2 2026)
31,064
Value
$1.19M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WTRG by D.A. Davidson & Co., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202631,064$1.19M<0.1%+16,736+116.8%AddedHolders
Q1 202614,328$577.0K<0.1%−866−5.7%ReducedHolders
Q4 202515,194$582.8K<0.1%+425+2.9%AddedHolders
Q3 202514,769$589.3K<0.1%+9+0.1%AddedHolders
Q2 202514,760$548.2K<0.1%−274−1.8%ReducedHolders
Q1 202515,034$594.3K<0.1%+1,179+8.5%AddedHolders
Q4 202413,855$503.2K<0.1%−1,858−11.8%ReducedHolders
Q3 202415,713$606.1K<0.1%+429+2.8%AddedHolders
Q2 202415,284$570.6K<0.1%−488−3.1%ReducedHolders
Q1 202415,772$584.4K<0.1%−2,643−14.4%ReducedHolders
Q4 202318,415$687.8K<0.1%−421−2.2%ReducedHolders
Q3 202318,836$646.7K<0.1%−1,166−5.8%ReducedHolders
Q2 202320,002$798.3K<0.1%−441−2.2%ReducedHolders
Q1 202320,443$892.0K<0.1%−1,751−7.9%ReducedHolders
Q4 202222,194$1.06M<0.1%+40.0%AddedHolders
Q3 202222,190$919.0K<0.1%−7,984−26.5%ReducedHolders
Q2 202230,174$1.38M<0.1%−429−1.4%ReducedHolders
Q1 202230,603$1.56M<0.1%−1,473−4.6%ReducedHolders
Q4 202132,076$1.72M<0.1%+1,094+3.5%AddedHolders
Q3 202130,982$1.43M<0.1%+1,010+3.4%AddedHolders
Q2 202129,972$1.37M<0.1%+2,365+8.6%AddedHolders
Q1 202127,607$1.24M<0.1%––Holders

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