SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in WTRG — Essential Utilities, Inc.

CIK 1531593 NEW YORK, NY

Position in WTRG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$135,847

+$135,810 QoQ

Shares Held

3,546

+354500.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#508

of 691 holders

Holding Since

Mar 2022

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $488,837 across 3 Utilities - Regulated Water names. WTRG ranks #2 (27.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CWT	California Water Service Group	7,134	$347,069
2	WTRG	Essential Utilities, Inc. This page	3,546	$135,847
3	AWK	American Water Works Company, Inc.	45	$5,921

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$135,847	3,546	+354500.0%	Shares	Sole	2026-08-03
2023-12-31	$37	1	0.0%	Shares	Sole	2024-02-14
2022-12-31	$47	1	-90.0%	Shares	Sole	2023-02-13
2022-03-31	$511	10	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.