HFM Investment Advisors, LLC

Position in WTRG — Essential Utilities, Inc.

CIK 2067972 GLASSBORO, NJ

Position in WTRG

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$842

+$359 QoQ

Shares Held

+83.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#663

of 691 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

HFM Investment Advisors, LLC holds $3,160 across 5 Utilities - Regulated Water names. WTRG ranks #2 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	10	$1,315
2	WTRG	Essential Utilities, Inc. This page	22	$842
3	AWR	American States Water Co	7	$578
4	CWT	California Water Service Group	5	$243
5	HTO	H2o America	3	$182

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$842	22	+83.3%	Shares	Sole	2026-08-04
2026-03-31	$483	12	0.0%	Shares	Sole	2026-05-01
2025-12-31	$460	12	0.0%	Shares	Sole	2026-02-05
2025-09-30	$478	12	0.0%	Shares	Sole	2025-11-12
2025-06-30	$445	12	+100.0%	Shares	Sole	2025-07-22
2025-03-31	$237	6	—	Shares	Sole	2025-05-16
No filing history on record for this holder in this stock.