Position in WTRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$203,847
-$10,429 QoQ
Shares Held
5,321
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#493
of 691 holders
Holding Since
Dec 2020
23 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, 2026Tower Wealth Partners, Inc. holds $203,847 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
|
5,321 | $203,847 |
All Filings in WTRG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,847 | 5,321 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $214,276 | 5,321 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $204,113 | 5,321 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $225,395 | 5,649 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $223,099 | 6,007 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $255,245 | 6,457 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $233,501 | 6,429 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $263,394 | 6,829 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $250,782 | 6,718 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $233,118 | 6,292 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $232,130 | 6,215 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $211,850 | 6,171 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $308,903 | 7,740 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $337,851 | 7,740 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $383,749 | 8,040 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $363,730 | 8,790 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $403,021 | 8,790 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $451,171 | 8,824 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $489,330 | 9,114 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $448,680 | 9,737 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $444,980 | 9,737 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $435,730 | 9,737 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $519,244 | 10,980 | Shares | Sole | 2021-04-09 | |
| No filing history on record for this holder in this stock. | ||||||