Position in WTRG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$715,822
-$6,823 QoQ
Shares Held
18,685
+4.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#323
of 693 holders
Holding Since
Mar 2025
4 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, 2026Kiker Wealth Management, LLC holds $715,822 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
|
18,685 | $715,822 |
All Filings in WTRG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $715,822 | 18,685 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $722,645 | 17,945 | Shares | Sole | 2026-05-06 | |
| 2025-06-30 | $6,499 | 175 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,917 | 175 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||