Transamerica Financial Advisors, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1502149
CEDAR RAPIDS, IA
Position in WTRG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,034
+$229 QoQ
Shares Held
27
+35.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#660
of 691 holders
Holding Since
Jun 2020
13 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, 2026Transamerica Financial Advisors, LLC holds $60,406 across 3 Utilities - Regulated Water names. WTRG ranks #2 (1.7% of the industry book) .
All Filings in WTRG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,034 | 27 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $805 | 20 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,800 | 73 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,865 | 147 | Shares | Sole | 2025-11-14 | |
| 2023-12-31 | $1 | 1 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1 | 1 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1 | 1 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1 | 1 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $45 | 1 | Shares | Sole | 2022-08-15 | |
| 2021-03-31 | $581 | 13 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $614 | 13 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $402 | 10 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $179,477 | 4,249 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||