Position in WTRG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$320,807
-$16,252 QoQ
Shares Held
8,374
+0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#417
of 693 holders
Holding Since
Mar 2026
2 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, 2026FSA WEALTH PARTNERS, INC. holds $320,807 across 1 Utilities - Regulated Water name. WTRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
8,374 | $320,807 |
All Filings in WTRG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,807 | 8,374 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $337,059 | 8,370 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||