Sound Income Strategies, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1730960
Ft Lauderdale, FL
Position in WTRG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$35,155
+$1,667 QoQ
Shares Held
873
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Sound Income Strategies, LLC holds $350,766 across 1 Utilities - Regulated Water name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWT |
California Water Service Group
|
7,210 | $350,766 |
All Filings in WTRG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,155 | 873 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $33,488 | 873 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $34,832 | 873 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $99,572 | 2,681 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $105,979 | 2,681 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $97,373 | 2,681 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $105,488 | 2,735 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $102,097 | 2,735 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $126,636 | 3,418 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $127,624 | 3,417 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $126,952 | 3,698 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $189,412 | 4,746 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $54,693 | 1,253 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $59,710 | 1,251 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $51,683 | 1,249 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $57,679 | 1,258 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $64,219 | 1,256 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $66,736 | 1,243 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $57,185 | 1,241 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $56,668 | 1,240 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $46,987 | 1,050 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $55,896 | 1,182 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $47,535 | 1,181 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $49,800 | 1,179 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $47,903 | 1,177 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||