JOURNEY STRATEGIC WEALTH LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1909316 SUMMIT, NJ

Position in WTRG

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$283,217

+$79,834 QoQ

Shares Held

7,033

+32.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Utilities · as of Mar 31, 2026

JOURNEY STRATEGIC WEALTH LLC holds $1,150,721 across 4 Utilities - Regulated Water names. WTRG ranks #3 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWR	American States Water Co	4,186	$316,543
2	CWCO	Consolidated Water Co. Ltd.	9,453	$313,080
3	WTRG	Essential Utilities, Inc. This page	7,033	$283,217
4	AWK	American Water Works Company, Inc.	1,748	$237,881

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$283,217	7,033	+32.6%	Shares	Sole	2026-04-15
2025-12-31	$203,383	5,302	-13.4%	Shares	Sole	2026-02-13
2025-09-30	$244,386	6,125	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.