Center for Financial Planning, Inc.
Position in WTRG — Essential Utilities, Inc.
CIK 1803557
SOUTHFIED, MI
Position in WTRG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,486
-$4,568 QoQ
Shares Held
91
-54.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#635
of 693 holders
Holding Since
Mar 2020
7 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, 2026Center for Financial Planning, Inc. holds $29,802 across 2 Utilities - Regulated Water names. WTRG ranks #2 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
200 | $26,316 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
91 | $3,486 |
All Filings in WTRG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,486 | 91 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $8,054 | 200 | Shares | Sole | 2026-05-04 | |
| 2021-03-31 | $14,857 | 332 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $15,700 | 332 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $13,363 | 332 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $14,023 | 332 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $13,512 | 332 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||