Wealth Enhancement Trust Services, Inc.
Position in WTRG — Essential Utilities, Inc.
CIK 2067696
SIOUX FALLS, SD
Position in WTRG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$8,045
New position
Shares Held
210
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#612
of 691 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $74,334 across 7 Utilities - Regulated Water names. WTRG ranks #2 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
477 | $62,763 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
210 | $8,045 | |
| 3 | AWR |
American States Water Co
|
25 | $2,065 | |
| 4 | CWT |
California Water Service Group
|
18 | $875 | |
| 5 | CWCO |
Consolidated Water Co. Ltd.
|
14 | $413 | |
| 6 | CDZI |
Cadiz Inc
|
33 | $137 | |
| 7 | GWRS |
Global Water Resources, Inc.
|
5 | $36 |
All Filings in WTRG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,045 | 210 | Shares | Sole | 2026-07-22 | |
| No filing history on record for this holder in this stock. | ||||||