Red Door Wealth Management, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1783599
Memphis, TN
Position in WTRG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$518,066
-$26,505 QoQ
Shares Held
13,523
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#362
of 693 holders
Holding Since
Mar 2020
10 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, 2026Red Door Wealth Management, LLC holds $518,066 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
|
13,523 | $518,066 |
All Filings in WTRG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $518,066 | 13,523 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $544,571 | 13,523 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $519,279 | 13,537 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $539,567 | 13,523 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $502,244 | 13,523 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $534,564 | 13,523 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $491,155 | 13,523 | Shares | Sole | 2025-01-17 | |
| 2021-06-30 | $17,137 | 375 | Shares | Sole | 2021-07-29 | |
| 2020-06-30 | $15,840 | 375 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $15,262 | 375 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||