Blossom Wealth Management

Position in WTRG — Essential Utilities, Inc.

CIK 1839735 SAN RAMON, CA, CA

Position in WTRG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$556,299

-$50,529 QoQ

Shares Held

14,521

-3.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.41%

of 13F equity value

Holder Rank

#350

of 691 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Blossom Wealth Management holds $556,299 across 1 Utilities - Regulated Water name. WTRG ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WTRG	Essential Utilities, Inc. This page	14,521	$556,299

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$556,299	14,521	-3.6%	Shares	Sole	2026-07-24
2026-03-31	$606,828	15,069	-5.1%	Shares	Sole	2026-04-29
2025-12-31	$608,926	15,874	-10.6%	Shares	Sole	2026-01-16
2025-09-30	$708,624	17,760	+0.4%	Shares	Sole	2025-10-22
2025-06-30	$656,820	17,685	+0.4%	Shares	Sole	2025-07-17
2025-03-31	$696,320	17,615	+11.1%	Shares	Sole	2025-04-23
2024-12-31	$575,672	15,850	+7.2%	Shares	Sole	2025-01-24
2024-09-30	$570,064	14,780	+3.2%	Shares	Sole	2024-10-22
2024-06-30	$534,378	14,315	+0.6%	Shares	Sole	2024-07-19
2024-03-31	$527,406	14,235	+3.0%	Shares	Sole	2024-04-23
2023-12-31	$516,177	13,820	+7.2%	Shares	Sole	2024-01-26
2023-09-30	$442,479	12,889	+2.3%	Shares	Sole	2023-10-19
2023-06-30	$502,626	12,594	+3.5%	Shares	Sole	2023-07-20
2023-03-31	$531,176	12,169	+16.2%	Shares	Sole	2023-04-20
2022-12-31	$499,685	10,469	+0.5%	Shares	Sole	2023-01-20
2022-09-30	$431,138	10,419	+0.3%	Shares	Sole	2022-10-21
2022-06-30	$476,106	10,384	+5.2%	Shares	Sole	2022-07-22
2022-03-31	$504,857	9,874	+8.7%	Shares	Sole	2022-05-02
2021-12-31	$487,773	9,085	+7.8%	Shares	Sole	2022-01-20
2021-09-30	$388,224	8,425	—	Shares	Sole	2021-10-19
No filing history on record for this holder in this stock.