Retirement Wealth Solutions LLC
PensionPosition in WTRG — Essential Utilities, Inc.
CIK 2044741
MARSHFIELD, WI
Position in WTRG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$4,214
-$980 QoQ
Shares Held
110
-14.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#630
of 691 holders
Holding Since
Sep 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, 2026Retirement Wealth Solutions LLC holds $4,214 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
|
110 | $4,214 |
All Filings in WTRG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,214 | 110 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $5,194 | 129 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,915 | 76 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,511 | 88 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||