Smallwood Wealth Investment Management, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1921304
RED BANK, NJ
Position in WTRG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$12,795
-$655 QoQ
Shares Held
334
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#598
of 693 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $24,505 across 2 Utilities - Regulated Water names. WTRG ranks #1 (52.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
334 | $12,795 | |
| 2 | AWK |
American Water Works Company, Inc.
|
89 | $11,710 |
All Filings in WTRG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,795 | 334 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $13,450 | 334 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $12,812 | 334 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $13,326 | 334 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $12,404 | 334 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $13,203 | 334 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||