SeaCrest Wealth Management, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1728121
PURCHASE, NY
Position in WTRG
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$207,752
-$63,967 QoQ
Shares Held
5,159
-24.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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, 2026SeaCrest Wealth Management, LLC holds $245,659 across 1 Utilities - Regulated Water name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
1,867 | $245,659 |
All Filings in WTRG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,752 | 5,159 | Shares | Sole | 2026-04-15 | |
| 2025-09-30 | $271,719 | 6,810 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $274,278 | 7,385 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $312,840 | 7,914 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $287,327 | 7,911 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $305,011 | 7,908 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $295,130 | 7,906 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $353,368 | 9,461 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $333,687 | 9,720 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $364,737 | 9,139 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $398,873 | 9,138 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $498,205 | 10,438 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $452,573 | 10,937 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $501,415 | 10,936 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $498,415 | 9,748 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $523,316 | 9,747 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $449,141 | 9,747 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $451,698 | 9,884 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $442,309 | 9,884 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $467,414 | 9,884 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $405,398 | 10,072 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $421,217 | 9,972 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $373,707 | 9,182 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||