BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1352860
BLUE BELL, PA
Position in WTRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$710,803
-$109,053 QoQ
Shares Held
18,554
-8.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#325
of 693 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $710,803 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
|
18,554 | $710,803 |
All Filings in WTRG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,803 | 18,554 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $819,856 | 20,359 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $780,971 | 20,359 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $885,141 | 22,184 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $175,560 | 4,727 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $827,521 | 20,934 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $760,322 | 20,934 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $819,033 | 21,235 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $799,309 | 21,412 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $796,649 | 21,502 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $803,099 | 21,502 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $117,614 | 3,426 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $891,988 | 22,350 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $816,822 | 18,713 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $997,222 | 20,893 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $881,394 | 21,300 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $990,360 | 21,600 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,104,408 | 21,600 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $199,189 | 3,710 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||