Virtue Capital Management, LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1729985 BRENTWOOD, TN

Position in WTRG

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$629,126

-$142,245 QoQ

Shares Held

16,422

-14.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#339

of 691 holders

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Virtue Capital Management, LLC holds $3,238,966 across 5 Utilities - Regulated Water names. WTRG ranks #5 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	4,991	$656,715
2	CWT	California Water Service Group	13,428	$653,272
3	HTO	H2o America	10,701	$650,299
4	AWR	American States Water Co	7,861	$649,554
5	WTRG	Essential Utilities, Inc. This page	16,422	$629,126

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$629,126	16,422	-14.3%	Shares	Sole	2026-08-05
2026-03-31	$771,371	19,155	+249.3%	Shares	Sole	2026-05-07
2025-12-31	$210,366	5,484	-9.2%	Shares	Sole	2026-02-18
2025-03-31	$238,721	6,039	-10.9%	Shares	Sole	2025-05-15
2024-06-30	$252,948	6,776	-11.5%	Shares	Sole	2024-08-13
2024-03-31	$283,803	7,660	-15.1%	Shares	Sole	2024-05-15
2023-12-31	$337,009	9,023	-53.6%	Shares	Sole	2024-02-15
2023-09-30	$667,100	19,432	0.0%	Shares	Sole	2023-11-14
2023-06-30	$775,531	19,432	-15.8%	Shares	Sole	2023-07-18
2023-03-31	$1,006,961	23,069	-24.6%	Shares	Sole	2023-05-11
2022-12-31	$1,459,631	30,581	+9.8%	Shares	Sole	2023-02-10
2022-09-30	$1,153,012	27,864	+42.4%	Shares	Sole	2022-11-15
2022-06-30	$896,963	19,563	-12.5%	Shares	Sole	2022-08-10
2022-03-31	$1,142,960	22,354	-13.9%	Shares	Sole	2022-05-16
2021-12-31	$1,393,953	25,963	+17.7%	Shares	Sole	2022-01-24
2021-09-30	$1,016,248	22,054	+26.0%	Shares	Sole	2021-11-12
2021-06-30	$799,750	17,500	+35.3%	Shares	Sole	2021-07-15
2021-03-31	$578,886	12,936	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.