Lido Advisors, LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1650150 Los Angeles, CA

Position in WTRG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$727,736

-$22,896 QoQ

Shares Held

18,996

+1.9% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#320

of 691 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 20% Shared 0% None 80%

Utilities · as of Jun 30, 2026

Lido Advisors, LLC holds $2,870,408 across 5 Utilities - Regulated Water names. WTRG ranks #2 (25.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	6,866	$903,428
2	WTRG	Essential Utilities, Inc. This page	18,996	$727,736
3	AWR	American States Water Co	7,822	$646,331
4	HTO	H2o America	8,381	$509,313
5	CDZI	Cadiz Inc	20,000	$83,600

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$727,736	18,996	+1.9%	Shares	Sole	2026-08-07
2026-03-31	$750,632	18,640	-22.0%	Shares	Sole	2026-05-13
2025-12-31	$917,264	23,912	-0.0%	Shares	Sole	2026-02-10
2025-09-30	$954,527	23,923	-0.2%	Shares	Sole	2025-11-14
2025-06-30	$890,134	23,967	-11.7%	Shares	Sole	2025-08-13
2025-03-31	$1,073,239	27,150	-10.6%	Shares	Sole	2025-05-15
2024-12-31	$1,103,401	30,380	-8.9%	Shares	Sole	2025-02-14
2024-09-30	$1,285,923	33,340	-43.0%	Shares	Sole	2024-11-14
2024-06-30	$2,183,842	58,501	-1.9%	Shares	Sole	2024-08-15
2024-03-31	$2,209,920	59,647	-20.3%	Shares	Defined	2024-05-15
2023-12-31	$2,794,190	74,811	+84.8%	Shares	Sole	2024-02-14
2023-09-30	$1,389,438	40,473	-8.5%	Shares	Sole	2023-11-14
2023-06-30	$1,764,500	44,212	+7.6%	Shares	Sole	2023-08-09
2023-03-31	$1,794,276	41,106	+83.3%	Shares	Defined	2023-05-15
2022-12-31	$1,070,297	22,424	+37.4%	Shares	Sole	2023-02-14
2022-09-30	$675,114	16,315	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.