Cornerstone Financial Management LLC

Position in WTRG — Essential Utilities, Inc.

CIK 2110329 PROVIDENCE, RI

Position in WTRG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$498

New position

Shares Held

13

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#672

of 691 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Cornerstone Financial Management LLC holds $16,976 across 4 Utilities - Regulated Water names. WTRG ranks #4 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	74	$9,736
2	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	895	$5,173
3	AWR	American States Water Co	19	$1,569
4	WTRG	Essential Utilities, Inc. This page	13	$498

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$498	13	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.