SEC 13F Intelligence

Weaver C. Barksdale & Associates, Inc. / WTRG

Weaver C. Barksdale & Associates, Inc.’s Essential Utils Inc Position

Does Weaver C. Barksdale & Associates, Inc. own Essential Utils Inc (WTRG)? Yes — 42.5K shares worth $2M (+1.63% of its 13F portfolio) as of Q1 2026, up from 40.1K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
42.5K
% of Portfolio
+1.63%
Quarters Held
8
currently held

Position History WTRG

Reported value by quarter
Q2 ’24: $2MQ2 ’24Q3 ’24: $2MQ3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202642.5K$2M+1.63%
Q4 202540.1K$2M+1.61%
Q3 202545.1K$2M+1.73%
Q2 202548.0K$2M+1.71%
Q1 202548.4K$2M+1.83%
Q4 202449.5K$2M+1.72%
Q3 202450.7K$2M+1.76%
Q2 202452.7K$2M+1.87%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Weaver C. Barksdale & Associates, Inc.’s full portfolio or all institutional holders of WTRG.