Wealthspire Advisors, LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1646247 NEW YORK, NY

Position in WTRG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$617,978

-$45,953 QoQ

Shares Held

16,131

-2.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#342

of 691 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Wealthspire Advisors, LLC holds $919,129 across 3 Utilities - Regulated Water names. WTRG ranks #1 (67.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTRG	Essential Utilities, Inc. This page	16,131	$617,978
2	AWK	American Water Works Company, Inc.	1,553	$204,343
3	CDZI	Cadiz Inc	23,160	$96,808

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$617,978	16,131	-2.2%	Shares	Sole	2026-08-11
2026-03-31	$663,931	16,487	-15.0%	Shares	Sole	2026-05-01
2025-12-31	$744,375	19,405	+15.5%	Shares	Sole	2026-02-13
2025-09-30	$670,559	16,806	+2.7%	Shares	Sole	2025-11-14
2025-06-30	$607,573	16,359	+0.2%	Shares	Sole	2025-08-11
2025-03-31	$645,208	16,322	+2.0%	Shares	Sole	2025-05-09
2024-12-31	$580,938	15,995	+4.2%	Shares	Sole	2025-02-04
2024-09-30	$592,049	15,350	-15.1%	Shares	Sole	2024-11-13
2024-06-30	$675,075	18,084	-5.7%	Shares	Sole	2024-08-08
2024-03-31	$710,359	19,173	-0.6%	Shares	Sole	2024-05-06
2023-12-31	$720,332	19,286	0.0%	Shares	Sole	2024-02-07
2023-09-30	$662,088	19,286	-1.5%	Shares	Sole	2023-11-06
2023-06-30	$781,677	19,586	0.0%	Shares	Sole	2023-08-01
2023-03-31	$854,928	19,586	-1.9%	Shares	Sole	2023-05-09
2022-12-31	$953,072	19,968	-0.1%	Shares	Sole	2023-02-14
2022-09-30	$827,434	19,996	+1.0%	Shares	Sole	2022-11-14
2022-06-30	$907,967	19,803	+404.7%	Shares	Sole	2022-08-09
2021-12-31	$210,679	3,924	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.