Kingsview Wealth Management, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1791965
GRANTS PASS, OR
Position in WTRG
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$248,133
+$42,314 QoQ
Shares Held
6,477
+26.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#458
of 693 holders
Holding Since
Jun 2020
4 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, 2026Kingsview Wealth Management, LLC holds $909,059 across 2 Utilities - Regulated Water names. WTRG ranks #2 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
5,023 | $660,926 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
6,477 | $248,133 |
All Filings in WTRG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,133 | 6,477 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $205,819 | 5,111 | Shares | Sole | 2026-05-12 | |
| 2021-12-31 | $366,165 | 6,820 | Shares | Sole | 2022-02-17 | |
| 2020-06-30 | $319,038 | 7,553 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||