Spire Wealth Management

Position in WTRG — Essential Utilities, Inc.

CIK 1858740 MCLEAN, VA

Position in WTRG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$766

-$39 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#664

of 691 holders

Holding Since

Mar 2021

21 quarters on record

Utilities · as of Jun 30, 2026

Spire Wealth Management holds $26,555 across 2 Utilities - Regulated Water names. WTRG ranks #2 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AWK	American Water Works Company, Inc.	196	$25,789
2	WTRG	Essential Utilities, Inc. This page	20	$766

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$766	20	0.0%	Shares	Sole	2026-07-15
2026-03-31	$805	20	0.0%	Shares	Sole	2026-04-22
2025-12-31	$767	20	0.0%	Shares	Sole	2026-01-14
2025-09-30	$798	20	-99.3%	Shares	Sole	2025-10-23
2025-03-31	$121,554	3,075	0.0%	Shares	Sole	2025-04-23
2024-12-31	$111,684	3,075	0.0%	Shares	Sole	2025-01-24
2024-09-30	$118,602	3,075	0.0%	Shares	Sole	2024-10-15
2024-06-30	$114,789	3,075	0.0%	Shares	Sole	2024-07-31
2024-03-31	$113,928	3,075	0.0%	Shares	Sole	2024-04-24
2023-12-31	$114,851	3,075	0.0%	Shares	Sole	2024-02-06
2023-09-30	$105,564	3,075	-9.2%	Shares	Sole	2023-11-08
2023-06-30	$135,175	3,387	0.0%	Shares	Sole	2023-08-09
2023-03-31	$147,842	3,387	+1593.5%	Shares	Sole	2023-05-09
2022-12-31	$9,546	200	0.0%	Shares	Sole	2023-02-03
2022-09-30	$8,276	200	-94.1%	Shares	Sole	2022-11-07
2022-06-30	$155,293	3,387	0.0%	Shares	Sole	2022-07-22
2022-03-31	$173,177	3,387	0.0%	Shares	Sole	2022-04-18
2021-12-31	$181,848	3,387	-48.5%	Shares	Sole	2022-01-14
2021-09-30	$302,929	6,574	0.0%	Shares	Sole	2021-10-22
2021-06-30	$300,431	6,574	-4.7%	Shares	Sole	2021-07-26
2021-03-31	$308,596	6,896	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.