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Equibles

RAFFA WEALTH MANAGEMENT, LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1631073 WASHINGTON, DC
Back to WTRG Full portfolio

Position in WTRG

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$1,264
-$105 QoQ
Shares Held
33
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#658
of 693 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WTRG Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Water

Utilities · as of Jun 30, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $10,556 across 3 Utilities - Regulated Water names. WTRG ranks #2 (12.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AWK
American Water Works Company, Inc.
 70 $9,210
2 WTRG
Essential Utilities, Inc.
This page 		33 $1,264
3 AWR
American States Water Co
 1 $82

All Filings in WTRG

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,264 33
2026-03-31 $1,369 34
2025-12-31 $1,189 31
2025-09-30 $1,236 31
2025-06-30 $1,151 31
2025-03-31 $1,225 31
2024-12-31 $1,125 31
2024-09-30 $1,195 31
2024-06-30 $1,157 31
2024-03-31 $1,148 31
2023-12-31 $1,157 31
2023-09-30 $1,064 31
2023-06-30 $1,237 31
2023-03-31 $1,353 31
2022-12-31 $1,479 31
2022-09-30 $1,282 31
2022-06-30 $1,421 31
2022-03-31 $1,585 31
2021-12-31 $1,664 31
2021-09-30 $1,428 31
2021-06-30 $1,416 31
2021-03-31 $1,387 31
2020-12-31 $1,465 31
2020-09-30 $1,247 31
2020-06-30 $1,309 31
2020-03-31 $1,261 31

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