DAYMARK WEALTH PARTNERS, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1956824
CINCINNATI, OH
Position in WTRG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$223,730
+$8,034 QoQ
Shares Held
5,840
+1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#474
of 693 holders
Holding Since
Dec 2022
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026DAYMARK WEALTH PARTNERS, LLC holds $787,418 across 2 Utilities - Regulated Water names. WTRG ranks #2 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
4,284 | $563,688 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
5,840 | $223,730 |
All Filings in WTRG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,730 | 5,840 | Shares | Sole | 2026-07-31 | |
| 2023-12-31 | $215,696 | 5,775 | Shares | Sole | 2024-01-09 | |
| 2023-06-30 | $256,142 | 6,418 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $280,145 | 6,418 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $306,331 | 6,418 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||