NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in WTRG — Essential Utilities, Inc.
CIK 1109767
CEDAR RAPIDS, IA
Position in WTRG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$224,879
-$11,505 QoQ
Shares Held
5,870
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#472
of 691 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $224,879 across 1 Utilities - Regulated Water name. WTRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
5,870 | $224,879 |
All Filings in WTRG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,879 | 5,870 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $236,384 | 5,870 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $225,173 | 5,870 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $235,848 | 5,911 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $220,760 | 5,944 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $250,778 | 6,344 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $230,341 | 6,342 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $233,464 | 6,053 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $230,998 | 6,188 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $233,303 | 6,297 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $235,641 | 6,309 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $220,020 | 6,409 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $218,387 | 5,472 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $256,050 | 5,866 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $279,984 | 5,866 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $242,735 | 5,866 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $230,808 | 5,034 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $256,621 | 5,019 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $268,718 | 5,005 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $230,630 | 5,005 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $219,588 | 4,805 | Shares | Sole | 2021-08-16 | |
| 2020-06-30 | $818,104 | 19,368 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $792,144 | 19,463 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||