EverSource Wealth Advisors, LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1710537 BIRMINGHAM, AL

Position in WTRG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$180,934

-$2,247 QoQ

Shares Held

4,723

+3.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#503

of 693 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $824,125 across 13 Utilities - Regulated Water names. WTRG ranks #2 (22.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	2,311	$304,077
2	WTRG	Essential Utilities, Inc. This page	4,723	$180,934
3	AWR	American States Water Co	1,932	$159,638
4	CWT	California Water Service Group	1,113	$54,145
5	HTO	H2o America	754	$45,818
6	YORW	York Water Co	866	$26,542
7	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	3,427	$19,807
8	MSEX	Middlesex Water Co	231	$12,971

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$180,934	4,723	+3.8%	Shares	Sole	2026-07-24
2026-03-31	$183,181	4,549	+37.9%	Shares	Sole	2026-05-18
2025-12-31	$126,543	3,299	+17.2%	Shares	Sole	2026-02-06
2025-09-30	$112,357	2,816	+2.5%	Shares	Sole	2025-11-10
2025-06-30	$102,022	2,747	+168.3%	Shares	Sole	2025-08-13
2025-03-31	$40,477	1,024	+59.5%	Shares	Sole	2025-05-13
2024-12-31	$23,314	642	+89.9%	Shares	Sole	2025-02-10
2024-09-30	$13,034	338	+3.4%	Shares	Sole	2024-11-08
2024-06-30	$12,205	327	+22.0%	Shares	Sole	2024-08-13
2024-03-31	$9,928	268	-58.6%	Shares	Sole	2024-06-11
2023-12-31	$24,201	648	+75.6%	Shares	Sole	2024-02-09
2023-09-30	$12,666	369	+3590.0%	Shares	Sole	2023-11-03
2023-06-30	$399	10	0.0%	Shares	Sole	2023-08-04
2023-03-31	$436	10	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.