Prestige Wealth Management Group LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1772715
FLEMINGTON, NJ
Position in WTRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$574
+$333 QoQ
Shares Held
15
+150.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#668
of 693 holders
Holding Since
Dec 2020
3 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, 2026Prestige Wealth Management Group LLC holds $7,336 across 3 Utilities - Regulated Water names. WTRG ranks #3 (7.8% of the industry book) .
All Filings in WTRG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $574 | 15 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $241 | 6 | Shares | Other | 2026-05-13 | |
| 2020-12-31 | $331 | 7 | Shares | Other | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||