KINGSWOOD WEALTH ADVISORS, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1987855
SAN DIEGO, CA
Position in WTRG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$213,463
-$11,444 QoQ
Shares Held
5,572
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#484
of 693 holders
Holding Since
Mar 2024
8 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $490,570 across 2 Utilities - Regulated Water names. WTRG ranks #2 (43.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
2,106 | $277,107 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
5,572 | $213,463 |
All Filings in WTRG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,463 | 5,572 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $224,907 | 5,585 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $214,547 | 5,593 | Shares | Sole | 2026-01-28 | |
| 2025-06-30 | $205,161 | 5,524 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $231,606 | 5,859 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $422,111 | 11,622 | Shares | Sole | 2025-01-22 | |
| 2024-06-30 | $259,331 | 6,947 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $246,382 | 6,650 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||