Concord Wealth Partners

Position in WTRG — Essential Utilities, Inc.

CIK 1814214 ABINGDON, VA

Position in WTRG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$14,213

+$212 QoQ

Shares Held

371

+1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#595

of 693 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Concord Wealth Partners holds $66,161 across 2 Utilities - Regulated Water names. WTRG ranks #2 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MSEX	Middlesex Water Co	925	$51,948
2	WTRG	Essential Utilities, Inc. This page	371	$14,213

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,213	371	+1.6%	Shares	Sole	2026-07-27
2025-12-31	$14,001	365	+1.1%	Shares	Sole	2026-01-29
2025-09-30	$14,403	361	+0.8%	Shares	Sole	2025-11-05
2025-06-30	$13,296	358	+0.8%	Shares	Sole	2025-07-25
2025-03-31	$14,033	355	+0.9%	Shares	Sole	2025-05-02
2024-12-31	$12,784	352	+0.9%	Shares	Sole	2025-01-24
2024-09-30	$13,460	349	+0.6%	Shares	Sole	2024-10-24
2024-06-30	$12,953	347	+0.9%	Shares	Sole	2024-07-31
2024-03-31	$12,745	344	+0.9%	Shares	Sole	2024-04-30
2023-12-31	$12,736	341	+0.9%	Shares	Sole	2024-04-30
2023-09-30	$11,603	338	+0.9%	Shares	Sole	2024-04-30
2023-06-30	$13,369	335	+0.6%	Shares	Sole	2023-08-08
2023-03-31	$14,535	333	+0.6%	Shares	Sole	2023-04-26
2022-12-31	$15,798	331	-13.4%	Shares	Sole	2023-01-30
2022-06-30	$17,514	382	+0.5%	Shares	Sole	2022-08-04
2022-03-31	$19,429	380	-34.0%	Shares	Sole	2022-04-20
2021-12-31	$30,925	576	—	Shares	Sole	2022-01-21
No filing history on record for this holder in this stock.