SS&H Financial Advisors, Inc.

Position in WTRG — Essential Utilities, Inc.

CIK 1911735 TROY, MI

Position in WTRG

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$424,244

-$554 QoQ

Shares Held

11,074

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#381

of 691 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SS&H Financial Advisors, Inc. holds $1,688,990 across 2 Utilities - Regulated Water names. WTRG ranks #2 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AWK	American Water Works Company, Inc.	9,612	$1,264,746
2	WTRG	Essential Utilities, Inc. This page	11,074	$424,244

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$424,244	11,074	0.0%	Shares	Sole	2026-08-04
2025-12-31	$424,798	11,074	0.0%	Shares	Sole	2026-01-20
2025-09-30	$441,852	11,074	0.0%	Shares	Sole	2025-10-17
2025-06-30	$411,288	11,074	0.0%	Shares	Sole	2025-08-05
2025-03-31	$437,755	11,074	0.0%	Shares	Sole	2025-04-10
2024-12-31	$402,207	11,074	0.0%	Shares	Sole	2025-01-14
2024-09-30	$427,124	11,074	0.0%	Shares	Sole	2024-10-09
2024-06-30	$413,392	11,074	0.0%	Shares	Sole	2024-09-10
2024-03-31	$410,291	11,074	0.0%	Shares	Sole	2024-05-09
2023-12-31	$413,613	11,074	0.0%	Shares	Sole	2024-02-13
2023-09-30	$380,170	11,074	-8.3%	Shares	Sole	2023-10-18
2023-03-31	$527,030	12,074	-7.6%	Shares	Sole	2023-05-04
2022-12-31	$624,022	13,074	0.0%	Shares	Sole	2023-02-09
2022-09-30	$541,002	13,074	0.0%	Shares	Sole	2022-11-02
2022-06-30	$599,442	13,074	0.0%	Shares	Sole	2022-07-14
2022-03-31	$668,473	13,074	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.