Sequoia Financial Advisors, LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1599900 Akron, OH

Position in WTRG

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,502,211

-$79,352 QoQ

Shares Held

39,212

-0.2% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#240

of 693 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $3,910,349 across 4 Utilities - Regulated Water names. WTRG ranks #2 (38.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	12,240	$1,610,539
2	WTRG	Essential Utilities, Inc. This page	39,212	$1,502,211
3	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	91,338	$527,933
4	CWT	California Water Service Group	5,543	$269,666

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,502,211	39,212	-0.2%	Shares	Sole	2026-07-17
2026-03-31	$1,581,563	39,274	-11.7%	Shares	Sole	2026-04-30
2025-12-31	$1,705,485	44,460	+17.8%	Shares	Sole	2026-02-03
2025-09-30	$1,505,307	37,727	+26.2%	Shares	Sole	2025-10-29
2025-06-30	$1,110,671	29,905	-7.5%	Shares	Sole	2025-07-25
2025-03-31	$1,277,846	32,326	-0.7%	Shares	Sole	2025-04-23
2024-12-31	$1,182,760	32,565	+18.8%	Shares	Sole	2025-08-08
2024-09-30	$1,057,319	27,413	-0.5%	Shares	Sole	2024-10-21
2024-06-30	$1,027,956	27,537	+223.1%	Shares	Sole	2024-07-15
2024-03-31	$315,814	8,524	+38.0%	Shares	Sole	2024-04-30
2023-12-31	$230,636	6,175	—	Shares	Sole	2024-01-26
No filing history on record for this holder in this stock.