Foundations Investment Advisors, LLC
EndowmentPosition in WTRG — Essential Utilities, Inc.
CIK 1743404
PHOENIX, AZ
Position in WTRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$376,280
+$2,333 QoQ
Shares Held
9,822
+5.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#398
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, 2026Foundations Investment Advisors, LLC holds $376,280 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
|
9,822 | $376,280 |
All Filings in WTRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,280 | 9,822 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $373,947 | 9,286 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $357,783 | 9,327 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $712,215 | 17,850 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $661,686 | 17,816 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $704,859 | 17,831 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $330,221 | 9,092 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $343,542 | 8,907 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $332,498 | 8,907 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $330,004 | 8,907 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $332,676 | 8,907 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $311,956 | 9,087 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $356,116 | 8,923 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $395,207 | 9,054 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $432,863 | 9,069 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $375,275 | 9,069 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $414,942 | 9,050 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $462,726 | 9,050 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $488,364 | 9,096 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $419,143 | 9,096 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $415,687 | 9,096 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $398,991 | 8,916 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $414,827 | 8,772 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $350,336 | 8,704 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $367,656 | 8,704 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $354,252 | 8,704 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||