Krilogy Financial LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1659047 ST. LOUIS, MO

Position in WTRG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$347,663

+$127,024 QoQ

Shares Held

9,075

+65.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#408

of 693 holders

Holding Since

Dec 2023

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Krilogy Financial LLC holds $1,019,952 across 3 Utilities - Regulated Water names. WTRG ranks #2 (34.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	2,875	$378,292
2	WTRG	Essential Utilities, Inc. This page	9,075	$347,663
3	AWR	American States Water Co	3,558	$293,997

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$347,663	9,075	+65.6%	Shares	Sole	2026-07-27
2026-03-31	$220,639	5,479	-0.8%	Shares	Sole	2026-04-17
2025-09-30	$220,407	5,524	-88.0%	Shares	Sole	2025-11-06
2024-12-31	$1,669,594	45,969	-1.5%	Shares	Sole	2025-01-15
2024-09-30	$1,800,910	46,692	+15.3%	Shares	Sole	2024-10-15
2024-06-30	$1,511,118	40,480	+72.7%	Shares	Sole	2024-07-22
2024-03-31	$868,452	23,440	+34.5%	Shares	Sole	2024-04-24
2023-12-31	$651,122	17,433	—	Shares	Sole	2024-01-26
No filing history on record for this holder in this stock.