Physician Wealth Advisors, Inc.
Position in WTRG — Essential Utilities, Inc.
CIK 1795173
MIDVALE, UT
Position in WTRG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$19,653
-$482 QoQ
Shares Held
513
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#580
of 691 holders
Holding Since
Sep 2025
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, 2026Physician Wealth Advisors, Inc. holds $72,486 across 6 Utilities - Regulated Water names. WTRG ranks #3 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
4,268 | $24,669 | |
| 2 | AWK |
American Water Works Company, Inc.
|
170 | $22,368 | |
| 3 | WTRG |
Essential Utilities, Inc.
This page
|
513 | $19,653 | |
| 4 | YORW |
York Water Co
|
124 | $3,800 | |
| 5 | AWR |
American States Water Co
|
18 | $1,487 | |
| 6 | ARTNA |
Artesian Resources Corp
|
15 | $509 |
All Filings in WTRG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,653 | 513 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $20,135 | 500 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $19,180 | 500 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $19,950 | 500 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||