Private Wealth Management Group, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 2011342
PRINCETON, NJ
Position in WTRG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,887
-$455 QoQ
Shares Held
232
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#609
of 691 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $50,790 across 7 Utilities - Regulated Water names. WTRG ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
232 | $30,526 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
232 | $8,887 | |
| 3 | GWRS |
Global Water Resources, Inc.
|
621 | $4,496 | |
| 4 | CWT |
California Water Service Group
|
65 | $3,162 | |
| 5 | ARTNA |
Artesian Resources Corp
|
49 | $1,665 | |
| 6 | AWR |
American States Water Co
|
14 | $1,156 | |
| 7 | MSEX |
Middlesex Water Co
|
16 | $898 |
All Filings in WTRG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,887 | 232 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,342 | 232 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $9,283 | 242 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,655 | 242 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $8,987 | 242 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $9,566 | 242 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $8,898 | 245 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $9,372 | 243 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $9,033 | 242 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,966 | 242 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $9,038 | 242 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||