Merit Financial Group, LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1621225 ALPHARETTA, GA

Position in WTRG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$797,954

+$240,258 QoQ

Shares Held

20,829

+50.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#308

of 693 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Merit Financial Group, LLC holds $4,076,818 across 5 Utilities - Regulated Water names. WTRG ranks #2 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	12,722	$1,673,955
2	WTRG	Essential Utilities, Inc. This page	20,829	$797,954
3	AWR	American States Water Co	9,224	$762,177
4	YORW	York Water Co	17,221	$527,823
5	CWT	California Water Service Group	6,473	$314,909

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$797,954	20,829	+50.4%	Shares	Other	2026-07-20
2026-03-31	$557,696	13,849	+69.5%	Shares	Other	2026-04-15
2025-12-31	$313,475	8,172	+10.5%	Shares	Other	2026-01-26
2025-09-30	$295,098	7,396	—	Shares	Other	2025-11-07
No filing history on record for this holder in this stock.