Institute for Wealth Management, LLC.
Position in WTRG — Essential Utilities, Inc.
CIK 1533954
DENVER, CO
Position in WTRG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$382,027
-$19,545 QoQ
Shares Held
9,972
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#397
of 693 holders
Holding Since
Mar 2020
26 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, 2026Institute for Wealth Management, LLC. holds $574,064 across 5 Utilities - Regulated Water names. WTRG ranks #1 (66.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
9,972 | $382,027 | |
| 2 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
18,530 | $107,103 | |
| 3 | AWK |
American Water Works Company, Inc.
|
601 | $79,079 | |
| 4 | AWR |
American States Water Co
|
60 | $4,957 | |
| 5 | MSEX |
Middlesex Water Co
|
16 | $898 |
All Filings in WTRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $382,027 | 9,972 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $401,572 | 9,972 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $385,978 | 10,062 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $401,473 | 10,062 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $373,702 | 10,062 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $419,492 | 10,612 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $388,660 | 10,701 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $419,487 | 10,876 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $406,187 | 10,881 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $403,141 | 10,881 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $404,500 | 10,830 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $383,637 | 11,175 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $450,583 | 11,290 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $492,808 | 11,290 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $569,896 | 11,940 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $510,629 | 12,340 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $565,789 | 12,340 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $630,944 | 12,340 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $662,534 | 12,340 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $577,843 | 12,540 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $573,078 | 12,540 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $561,165 | 12,540 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $593,016 | 12,540 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $504,735 | 12,540 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $517,017 | 12,240 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $494,098 | 12,140 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||