Provenance Wealth Advisors, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 2081584
FORT LAUDERDALE, FL
Position in WTRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$16,281
-$833 QoQ
Shares Held
425
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#589
of 693 holders
Holding Since
Sep 2023
12 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, 2026Provenance Wealth Advisors, LLC holds $16,281 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
|
425 | $16,281 |
All Filings in WTRG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,281 | 425 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $17,114 | 425 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $17,568 | 458 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $18,274 | 458 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $17,010 | 458 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $118,708 | 3,003 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $201,140 | 5,538 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $733,794 | 19,025 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $711,883 | 19,070 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $703,209 | 18,980 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $666,884 | 17,855 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $591,334 | 17,225 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||