AXXCESS WEALTH MANAGEMENT, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1911056
CARLSBAD, CA
Position in WTRG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,043,219
+$235,051 QoQ
Shares Held
27,231
+29.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#276
of 691 holders
Holding Since
Dec 2021
13 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, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $1,043,219 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
|
27,231 | $1,043,219 |
All Filings in WTRG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,043,219 | 27,231 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $808,168 | 21,068 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $840,493 | 21,065 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $791,564 | 21,313 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $854,124 | 21,607 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $846,328 | 23,302 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $911,370 | 23,629 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $881,883 | 23,624 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $904,723 | 24,419 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $911,862 | 24,414 | Shares | Sole | 2024-02-06 | |
| 2022-12-31 | $214,403 | 4,492 | Shares | Sole | 2023-02-16 | |
| 2022-03-31 | $442,069 | 8,646 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $558,107 | 10,395 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||