Planning Strategies Inc.

Position in WTRG — Essential Utilities, Inc.

CIK 2139665 LANCASTER, PA

Position in WTRG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$459

New position

Shares Held

12

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#673

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

Planning Strategies Inc. holds $40,380 across 3 Utilities - Regulated Water names. WTRG ranks #3 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	210	$27,631
2	YORW	York Water Co	401	$12,290
3	WTRG	Essential Utilities, Inc. This page	12	$459

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$459	12	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.