Sterling Investment Advisors, Ltd.
Position in WTRG — Essential Utilities, Inc.
CIK 1701132
BERWYN, PA
Position in WTRG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,021,267
-$22,048 QoQ
Shares Held
26,658
+2.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#285
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, 2026Sterling Investment Advisors, Ltd. holds $1,021,267 across 1 Utilities - Regulated Water name. WTRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
26,658 | $1,021,267 |
All Filings in WTRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,021,267 | 26,658 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,043,315 | 25,908 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,032,190 | 26,908 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,029,739 | 25,808 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $958,509 | 25,808 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,100,119 | 27,830 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,031,996 | 28,414 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,020,523 | 26,459 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,035,608 | 27,742 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,064,298 | 28,726 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,204,612 | 32,252 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,114,832 | 32,474 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,295,358 | 32,457 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,765,380 | 40,444 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,895,787 | 39,719 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,529,611 | 36,965 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,694,340 | 36,954 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,725,586 | 33,749 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,811,393 | 33,738 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,554,186 | 33,728 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,649,952 | 36,104 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,817,118 | 40,606 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,871,974 | 39,585 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $1,586,775 | 39,423 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,663,453 | 39,381 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,621,650 | 39,844 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||