Holos Integrated Wealth LLC
Position in WTRG — Essential Utilities, Inc.
CIK 2080096
KENNETT SQUARE, PA
Position in WTRG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$783,631
-$40,091 QoQ
Shares Held
20,455
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.14%
of 13F equity value
Holder Rank
#309
of 693 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Holos Integrated Wealth LLC holds $783,631 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
|
20,455 | $783,631 |
All Filings in WTRG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $783,631 | 20,455 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $823,722 | 20,455 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $784,653 | 20,455 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $816,154 | 20,455 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $759,698 | 20,455 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $808,586 | 20,455 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $742,925 | 20,455 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||