Modern Wealth Management, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 2001900
KANSAS CITY, MO
Position in WTRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$323,488
-$40,511 QoQ
Shares Held
8,444
-6.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#415
of 691 holders
Holding Since
Jun 2025
5 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, 2026Modern Wealth Management, LLC holds $1,141,763 across 4 Utilities - Regulated Water names. WTRG ranks #2 (28.3% of the industry book) .
All Filings in WTRG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,488 | 8,444 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $363,999 | 9,039 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $346,198 | 9,025 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $310,420 | 7,780 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $233,646 | 6,291 | Shares | Other | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||