Wealthcare Advisory Partners LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1683059
WEST CHESTER, PA
Position in WTRG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$915,723
-$60,905 QoQ
Shares Held
23,903
-1.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#295
of 693 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Wealthcare Advisory Partners LLC holds $1,527,019 across 2 Utilities - Regulated Water names. WTRG ranks #1 (60.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
23,903 | $915,723 | |
| 2 | AWR |
American States Water Co
|
7,398 | $611,296 |
All Filings in WTRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $915,723 | 23,903 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $976,628 | 24,252 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,017,192 | 26,517 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,040,592 | 26,080 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $955,389 | 25,724 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $998,330 | 25,255 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $849,452 | 23,388 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $970,884 | 25,172 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $828,763 | 22,201 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $899,203 | 24,270 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $842,130 | 22,547 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $894,193 | 26,047 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,061,366 | 26,594 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,127,523 | 25,831 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,230,622 | 25,783 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,070,790 | 25,877 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,193,842 | 26,038 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,619,593 | 31,676 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,399,913 | 26,074 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $920,494 | 19,976 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $924,785 | 20,236 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $905,382 | 20,232 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $956,582 | 20,228 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $797,111 | 19,804 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $836,056 | 19,793 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $805,493 | 19,791 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||