Position in WTRG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,068
-$4,334 QoQ
Shares Held
54
-66.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#645
of 693 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $5,760,666 across 2 Utilities - Regulated Water names. WTRG ranks #2 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
43,765 | $5,758,598 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
54 | $2,068 |
All Filings in WTRG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,068 | 54 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $6,402 | 159 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $6,252 | 163 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $11,331 | 284 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $10,436 | 281 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $17,353 | 439 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $15,799 | 435 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $27,461 | 712 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $26,504 | 710 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $26,120 | 705 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $108,539 | 2,906 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $98,939 | 2,882 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $178,397 | 4,470 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $193,718 | 4,438 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $210,393 | 4,408 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $44,400 | 1,073 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $30,673 | 669 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $34,001 | 665 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $35,489 | 661 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $30,320 | 658 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $29,887 | 654 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $29,132 | 651 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $30,596 | 647 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||