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Livermore
Livermore
ZHEN

Clean Yield Group

SEC CIK
0001525865
Latest filing
Aug 5, 2026

WTRG holding history

Essential Utilities, Inc. in every 13F filed by Clean Yield Group, 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)
11,379
Value
$435.9K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of WTRG by Clean Yield Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,379$435.9K0.1%−1,350−10.6%ReducedHolders
Q1 202612,729$512.6K0.1%00.0%UnchangedHolders
Q4 202512,729$488.3K0.1%00.0%UnchangedHolders
Q3 202512,729$507.9K0.1%00.0%UnchangedHolders
Q2 202512,729$472.8K0.1%00.0%UnchangedHolders
Q1 202512,729$503.2K0.2%−541−4.1%ReducedHolders
Q4 202413,270$482.0K0.2%−250−1.8%ReducedHolders
Q3 202413,520$521.5K0.2%00.0%UnchangedHolders
Q2 202413,520$504.7K0.2%00.0%UnchangedHolders
Q1 202413,520$500.9K0.2%00.0%UnchangedHolders
Q4 202313,520$505.0K0.2%−1,430−9.6%ReducedHolders
Q3 202314,950$511.7K0.2%00.0%UnchangedHolders
Q2 202314,950$596.7K0.2%00.0%UnchangedHolders
Q1 202314,950$652.6K0.3%00.0%UnchangedHolders
Q4 202214,950$713.6K0.3%−376−2.5%ReducedHolders
Q3 202215,326$634.0K0.3%00.0%UnchangedHolders
Q2 202215,326$703.0K0.3%00.0%UnchangedHolders
Q1 202215,326$784.0K0.3%−400−2.5%ReducedHolders
Q4 202115,726$844.0K0.3%00.0%UnchangedHolders
Q3 202115,726$725.0K0.3%00.0%UnchangedHolders
Q2 202115,726$719.0K0.3%00.0%UnchangedHolders
Q1 202115,726$704.0K0.3%––Holders

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