Tower View Wealth Management LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1729045
SHOREWOOD, WI
Position in WTRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$80,144
-$3,335 QoQ
Shares Held
2,092
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#523
of 691 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, 2026Tower View Wealth Management LLC holds $106,366 across 2 Utilities - Regulated Water names. WTRG ranks #1 (75.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
2,092 | $80,144 | |
| 2 | CWT |
California Water Service Group
|
539 | $26,222 |
All Filings in WTRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,144 | 2,092 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $83,479 | 2,073 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $78,829 | 2,055 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $53,984 | 1,353 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $75,245 | 2,026 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $79,415 | 2,009 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $72,349 | 1,992 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $76,214 | 1,976 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $73,353 | 1,965 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $72,432 | 1,955 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $90,312 | 2,418 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $84,383 | 2,458 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $106,400 | 2,666 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $87,081 | 1,995 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $100,137 | 2,098 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $86,525 | 2,091 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $56,074 | 1,223 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $62,174 | 1,216 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $64,911 | 1,209 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $55,388 | 1,202 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $54,657 | 1,196 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $53,207 | 1,189 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $55,896 | 1,182 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $47,334 | 1,176 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $49,378 | 1,169 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $47,334 | 1,163 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||