Capital Advisors, Ltd. LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1597878 SHAKER HEIGHTS, OH

Position in WTRG

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$42,064

+$8,801 QoQ

Shares Held

1,098

+32.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#540

of 691 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Capital Advisors, Ltd. LLC holds $171,016 across 5 Utilities - Regulated Water names. WTRG ranks #2 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	717	$94,342
2	WTRG	Essential Utilities, Inc. This page	1,098	$42,064
3	CWT	California Water Service Group	608	$29,579
4	MSEX	Middlesex Water Co	89	$4,998
5	ARTNA	Artesian Resources Corp	1	$33

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,064	1,098	+32.9%	Shares	Sole	2026-07-16
2026-03-31	$33,263	826	0.0%	Shares	Sole	2026-04-16
2025-12-31	$31,685	826	0.0%	Shares	Sole	2026-01-21
2025-09-30	$32,957	826	0.0%	Shares	Sole	2025-10-16
2025-06-30	$30,677	826	0.0%	Shares	Sole	2025-07-24
2025-03-31	$32,651	826	-16.1%	Shares	Sole	2025-04-15
2024-12-31	$35,738	984	+20.9%	Shares	Sole	2025-02-04
2024-09-30	$31,395	814	-2.9%	Shares	Sole	2024-10-24
2024-06-30	$31,282	838	-12.6%	Shares	Sole	2024-07-25
2024-03-31	$35,530	959	+12.8%	Shares	Sole	2024-04-18
2023-12-31	$31,747	850	+16.1%	Shares	Sole	2024-02-02
2023-09-30	$25,129	732	0.0%	Shares	Sole	2023-10-27
2023-06-30	$29,214	732	+160.5%	Shares	Sole	2023-07-26
2023-03-31	$12,265	281	-63.5%	Shares	Sole	2023-05-03
2022-12-31	$15	769	+150.5%	Shares	Sole	2023-02-07
2022-09-30	$12,703	307	+12.0%	Shares	Sole	2022-11-09
2022-06-30	$12,562	274	0.0%	Shares	Sole	2022-08-05
2022-03-31	$14,009	274	-1.4%	Shares	Sole	2022-05-09
2021-12-31	$14,925	278	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.