Position in WTRG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$328,316
-$17,804 QoQ
Shares Held
8,570
-0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#412
of 691 holders
Holding Since
Dec 2025
3 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, 2026RIA Advisory Group LLC holds $328,316 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
|
8,570 | $328,316 |
All Filings in WTRG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,316 | 8,570 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $346,120 | 8,595 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $343,782 | 8,962 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||