Bernardo Wealth Planning LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1765595
HARLEYSVILLE, PA
Position in WTRG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$413,594
-$21,160 QoQ
Shares Held
10,796
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#386
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, 2026Bernardo Wealth Planning LLC holds $413,594 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
|
10,796 | $413,594 |
All Filings in WTRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,594 | 10,796 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $434,754 | 10,796 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $425,911 | 11,103 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $442,251 | 11,084 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $431,789 | 11,626 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $447,874 | 11,330 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $379,580 | 10,451 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $402,979 | 10,448 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $767,616 | 20,563 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $761,748 | 20,560 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $778,710 | 20,849 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $706,992 | 20,594 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $833,919 | 20,895 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $912,066 | 20,895 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $997,318 | 20,895 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $864,635 | 20,895 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $958,035 | 20,895 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,068,361 | 20,895 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,121,745 | 20,893 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $962,703 | 20,892 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $965,001 | 21,116 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,036,544 | 23,163 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,219,561 | 25,789 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,037,886 | 25,786 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,128,483 | 26,716 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $1,086,486 | 26,695 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||