Kestra Advisory Services, LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1830819 AUSTIN, TX

Position in WTRG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,194,850

-$318,174 QoQ

Shares Held

31,189

-17.0% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#262

of 691 holders

Holding Since

Sep 2020

24 quarters on record

Utilities · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $10,012,469 across 5 Utilities - Regulated Water names. WTRG ranks #3 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARTNA	Artesian Resources Corp	165,267	$5,617,425
2	AWK	American Water Works Company, Inc.	17,531	$2,306,728
3	WTRG	Essential Utilities, Inc. This page	31,189	$1,194,850
4	AWR	American States Water Co	7,367	$608,735
5	MSEX	Middlesex Water Co	5,070	$284,731

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,194,850	31,189	-17.0%	Shares	Sole	2026-07-28
2026-03-31	$1,513,024	37,572	+24.7%	Shares	Sole	2026-04-30
2025-12-31	$1,156,170	30,140	+10.3%	Shares	Sole	2026-02-13
2025-09-30	$1,090,387	27,328	-7.0%	Shares	Sole	2025-11-14
2025-06-30	$1,091,841	29,398	+9.0%	Shares	Sole	2025-08-15
2025-03-31	$1,066,598	26,982	-26.4%	Shares	Sole	2025-05-14
2024-12-31	$1,330,655	36,637	-8.4%	Shares	Sole	2025-02-10
2024-09-30	$1,543,147	40,009	-3.9%	Shares	Sole	2024-11-13
2024-06-30	$1,553,525	41,616	-2.8%	Shares	Sole	2024-08-14
2024-03-31	$1,586,036	42,808	+22.6%	Shares	Sole	2024-05-15
2023-12-31	$1,304,635	34,930	-33.6%	Shares	Sole	2024-02-14
2023-09-30	$1,805,552	52,594	+37.5%	Shares	Sole	2023-11-13
2023-06-30	$1,526,078	38,238	+9.5%	Shares	Sole	2023-08-11
2023-03-31	$1,524,345	34,922	+6.3%	Shares	Sole	2023-05-12
2022-12-31	$1,568,312	32,858	-31.1%	Shares	Sole	2023-01-31
2022-09-30	$1,972,708	47,673	+144.9%	Shares	Sole	2022-11-01
2022-06-30	$892,424	19,464	+28.4%	Shares	Sole	2022-08-12
2022-03-31	$775,284	15,163	+4.9%	Shares	Sole	2022-07-20
2021-12-31	$776,250	14,458	-4.3%	Shares	Sole	2022-07-25
2021-09-30	$696,084	15,106	+55.4%	Shares	Sole	2022-07-25
2021-06-30	$444,158	9,719	+2.8%	Shares	Sole	2022-07-26
2021-03-31	$423,021	9,453	-36.3%	Shares	Sole	2022-07-27
2020-12-31	$701,594	14,836	+12263.3%	Shares	Sole	2022-07-28
2020-09-30	$4,830	120	—	Shares	Sole	2022-07-29
No filing history on record for this holder in this stock.