Global Retirement Partners, LLC
PensionPosition in WTRG — Essential Utilities, Inc.
CIK 1749744
San Rafael, CA
Position in WTRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$142,934
+$16,423 QoQ
Shares Held
3,731
+13.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#508
of 693 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $1,918,268 across 11 Utilities - Regulated Water names. WTRG ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
4,375 | $575,662 | |
| 2 | YORW |
York Water Co
|
12,897 | $395,293 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
50,226 | $290,306 | |
| 4 | WTRG |
Essential Utilities, Inc.
This page
|
3,731 | $142,934 | |
| 5 | AWR |
American States Water Co
|
1,334 | $110,228 | |
| 6 | HTO |
H2o America
|
1,687 | $102,518 | |
| 7 | PCYO |
Pure Cycle Corp
|
8,052 | $86,236 | |
| 8 | CWT |
California Water Service Group
|
1,658 | $80,661 |
All Filings in WTRG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142,934 | 3,731 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $126,511 | 3,298 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $116,986 | 2,932 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $116,136 | 3,127 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $104,855 | 2,887 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $151,155 | 3,919 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $146,034 | 3,912 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $117,189 | 3,163 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $118,026 | 3,160 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $117,511 | 3,423 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $143,276 | 3,590 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $158,187 | 3,624 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $7,398 | 155 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $10,758 | 260 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $8,298 | 181 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $8,078 | 158 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $5,806 | 126 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $5,712 | 125 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $5,593 | 125 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $5,863 | 124 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $4,950 | 123 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $5,195 | 123 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $4,965 | 122 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||