Bogart Wealth, LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1715740 MCLEAN, VA

Position in WTRG

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

Position Value

$2,451

+$1,324 QoQ

Shares Held

+128.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#642

of 691 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Bogart Wealth, LLC holds $13,202 across 4 Utilities - Regulated Water names. WTRG ranks #2 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	75	$9,868
2	WTRG	Essential Utilities, Inc. This page	64	$2,451
3	YORW	York Water Co	17	$521
4	GWRS	Global Water Resources, Inc.	50	$362

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,451	64	+128.6%	Shares	Sole	2026-07-24
2026-03-31	$1,127	28	-33.3%	Shares	Sole	2026-04-28
2025-12-31	$1,611	42	+2.4%	Shares	Sole	2026-01-30
2025-09-30	$1,635	41	0.0%	Shares	Sole	2025-10-27
2025-06-30	$1,522	41	—	Shares	Sole	2025-07-30
No filing history on record for this holder in this stock.