Keating Financial Advisory Services, Inc.
Position in WTRG — Essential Utilities, Inc.
CIK 2103443
MANHATTAN, KS
Position in WTRG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,010
-$359 QoQ
Shares Held
183
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#618
of 691 holders
Holding Since
Dec 2025
3 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, 2026Keating Financial Advisory Services, Inc. holds $88,662 across 7 Utilities - Regulated Water names. WTRG ranks #2 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
529 | $69,605 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
183 | $7,010 | |
| 3 | HTO |
H2o America
|
89 | $5,408 | |
| 4 | AWR |
American States Water Co
|
44 | $3,635 | |
| 5 | CWT |
California Water Service Group
|
60 | $2,919 | |
| 6 | MSEX |
Middlesex Water Co
|
1 | $56 | |
| 7 | CWCO |
Consolidated Water Co. Ltd.
|
1 | $29 |
All Filings in WTRG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,010 | 183 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,369 | 183 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,181 | 109 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||