Kestra Advisory Services, LLC

Position in ARTNA — Artesian Resources Corp

CIK 1830819 AUSTIN, TX

Position in ARTNA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$5,617,425

+$316,216 QoQ

Shares Held

165,267

-0.7% QoQ

Ownership

1.60%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

of 108 holders

Holding Since

Sep 2020

24 quarters on record

Utilities · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $10,012,469 across 5 Utilities - Regulated Water names. ARTNA ranks #1 (56.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARTNA	Artesian Resources Corp This page	165,267	$5,617,425
2	AWK	American Water Works Company, Inc.	17,531	$2,306,728
3	WTRG	Essential Utilities, Inc.	31,189	$1,194,850
4	AWR	American States Water Co	7,367	$608,735
5	MSEX	Middlesex Water Co	5,070	$284,731

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,617,425	165,267	-0.7%	Shares	Sole	2026-07-28
2026-03-31	$5,301,209	166,443	+1.0%	Shares	Sole	2026-04-30
2025-12-31	$5,208,664	164,779	-12.6%	Shares	Sole	2026-02-13
2025-09-30	$6,149,077	188,622	-6.8%	Shares	Sole	2025-11-14
2025-06-30	$6,794,255	202,451	+1.8%	Shares	Sole	2025-08-15
2025-03-31	$6,494,052	198,899	-0.7%	Shares	Sole	2025-05-14
2024-12-31	$6,333,454	200,299	-4.6%	Shares	Sole	2025-02-10
2024-09-30	$7,804,119	209,901	-3.4%	Shares	Sole	2024-11-13
2024-06-30	$7,637,279	217,215	-0.2%	Shares	Sole	2024-08-14
2024-03-31	$8,077,139	217,654	-5.2%	Shares	Sole	2024-05-15
2023-12-31	$9,515,966	229,577	-10.8%	Shares	Sole	2024-02-14
2023-09-30	$10,810,997	257,466	+170.0%	Shares	Sole	2023-11-13
2023-06-30	$4,503,560	95,374	+8.5%	Shares	Sole	2023-08-11
2023-03-31	$4,864,926	87,878	+5.2%	Shares	Sole	2023-05-12
2022-12-31	$4,891,722	83,505	-65.4%	Shares	Sole	2023-01-31
2022-09-30	$11,599,181	241,047	+204.4%	Shares	Sole	2022-11-01
2022-06-30	$3,894,264	79,200	+0.8%	Shares	Sole	2022-08-12
2022-03-31	$3,813,068	78,539	+9.8%	Shares	Sole	2022-07-20
2021-12-31	$3,313,845	71,527	+8.6%	Shares	Sole	2022-07-25
2021-09-30	$2,513,494	65,850	+16.7%	Shares	Sole	2022-07-25
2021-06-30	$2,075,519	56,446	+19.3%	Shares	Sole	2022-07-26
2021-03-31	$1,863,816	47,329	-74.2%	Shares	Sole	2022-07-27
2020-12-31	$6,812,856	183,734	+322.4%	Shares	Sole	2022-07-28
2020-09-30	$1,499,307	43,496	—	Shares	Sole	2022-07-29
No filing history on record for this holder in this stock.