New England Capital Financial Advisors LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1964652
MERIDEN, CT
Position in WTRG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,014
-$308 QoQ
Shares Held
157
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#624
of 691 holders
Holding Since
Sep 2023
12 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, 2026New England Capital Financial Advisors LLC holds $6,014 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
|
157 | $6,014 |
All Filings in WTRG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,014 | 157 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,322 | 157 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,022 | 157 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $6,264 | 157 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,830 | 157 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,206 | 157 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,702 | 157 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,055 | 157 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,860 | 157 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $5,816 | 157 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $5,863 | 157 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $5,698 | 166 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||