WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1632972
PLYMOUTH, MN
Position in WTRG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,705,189
+$160,705 QoQ
Shares Held
96,716
+9.9% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#10
of 77 holders
Holding Since
Sep 2021
15 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $27,879,119 across 8 Utilities - Regulated Water names. WTRG ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
138,233 | $18,188,698 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
96,716 | $3,705,189 | |
| 3 | AWR |
American States Water Co
|
37,918 | $3,133,164 | |
| 4 | CWT |
California Water Service Group
|
26,053 | $1,267,478 | |
| 5 | HTO |
H2o America
|
13,813 | $839,416 | |
| 6 | YORW |
York Water Co
|
14,117 | $432,686 | |
| 7 | MSEX |
Middlesex Water Co
|
3,736 | $209,813 | |
| 8 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
17,764 | $102,675 |
All Filings in WTRG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,705,189 | 96,716 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,544,484 | 88,018 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,407,480 | 88,829 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,644,745 | 91,347 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,773,243 | 74,670 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,369,665 | 59,946 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,311,041 | 63,630 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,816,145 | 47,087 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,583,575 | 42,421 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,372,998 | 37,058 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,237,741 | 33,139 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,159,392 | 33,772 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $254,959 | 5,841 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $1,359,333 | 32,850 | Shares | Sole | 2022-10-17 | |
| 2021-09-30 | $1,067,765 | 23,172 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||