Comprehensive Financial Planning, Inc./PA
Position in WTRG — Essential Utilities, Inc.
CIK 2044855
EAST PETERSBURG, PA
Position in WTRG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,915
-$98 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#648
of 691 holders
Holding Since
Dec 2024
7 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, 2026Comprehensive Financial Planning, Inc./PA holds $1,915 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
|
50 | $1,915 |
All Filings in WTRG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,915 | 50 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,013 | 50 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,918 | 50 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,995 | 50 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,857 | 50 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,976 | 50 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,816 | 50 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||