JPL Wealth Management, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 2010710
GREENWOOD VILLAGE, CO
Position in WTRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,597
-$1,188 QoQ
Shares Held
120
-17.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#628
of 691 holders
Holding Since
Sep 2025
2 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, 2026JPL Wealth Management, LLC holds $25,208 across 8 Utilities - Regulated Water names. WTRG ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
101 | $13,289 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
120 | $4,597 | |
| 3 | AWR |
American States Water Co
|
44 | $3,635 | |
| 4 | CWT |
California Water Service Group
|
41 | $1,994 | |
| 5 | HTO |
H2o America
|
27 | $1,640 | |
| 6 | CWCO |
Consolidated Water Co. Ltd.
|
1 | $29 | |
| 7 | GWRS |
Global Water Resources, Inc.
|
2 | $14 | |
| 8 | PCYO |
Pure Cycle Corp
|
1 | $10 |
All Filings in WTRG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,597 | 120 | Shares | Defined | 2026-08-14 | |
| 2025-09-30 | $5,785 | 145 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||