CoreCap Advisors, LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1902501 SOUTHFIELD, MI

Position in WTRG

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$163,545

+$105,718 QoQ

Shares Held

4,269

+197.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#506

of 691 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CoreCap Advisors, LLC holds $213,654 across 4 Utilities - Regulated Water names. WTRG ranks #1 (76.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTRG	Essential Utilities, Inc. This page	4,269	$163,545
2	AWK	American Water Works Company, Inc.	374	$49,210
3	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	80	$462
4	CWT	California Water Service Group	9	$437

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$163,545	4,269	+197.3%	Shares	Sole	2026-07-06
2026-03-31	$57,827	1,436	-0.6%	Shares	Sole	2026-04-07
2025-12-31	$55,430	1,445	0.0%	Shares	Sole	2026-01-13
2025-09-30	$57,655	1,445	+0.5%	Shares	Sole	2025-10-22
2025-06-30	$53,407	1,438	-2.3%	Shares	Sole	2025-08-14
2025-03-31	$58,188	1,472	+2.8%	Shares	Sole	2025-05-09
2024-12-31	$52,010	1,432	-28.6%	Shares	Sole	2025-02-14
2024-09-30	$77,332	2,005	+95.0%	Shares	Sole	2024-11-08
2024-06-30	$38,375	1,028	+123.0%	Shares	Sole	2024-08-08
2024-03-31	$17,080	461	+31.0%	Shares	Sole	2024-08-08
2022-12-31	$16,800	352	0.0%	Shares	Sole	2023-02-10
2022-06-30	$16,139	352	-84.0%	Shares	Sole	2022-08-11
2021-12-31	$117,956	2,197	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.