ROWLANDMILLER & PARTNERS.ADV

Position in WTRG — Essential Utilities, Inc.

CIK 225816 ATLANTA, GA

Position in WTRG

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$316,134

-$20,644 QoQ

Shares Held

8,252

-1.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#423

of 693 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

ROWLANDMILLER & PARTNERS.ADV holds $316,134 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	8,252	$316,134

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$316,134	8,252	-1.3%	Shares	Sole	2026-07-23
2026-03-31	$336,778	8,363	+0.1%	Shares	Sole	2026-04-01
2025-12-31	$320,459	8,354	+0.1%	Shares	Sole	2026-02-12
2025-09-30	$332,965	8,345	-38.7%	Shares	Sole	2025-10-01
2025-06-30	$505,735	13,617	0.0%	Shares	Sole	2025-07-01
2025-03-31	$538,280	13,617	-1.8%	Shares	Sole	2025-04-15
2024-12-31	$503,831	13,872	-2.1%	Shares	Sole	2025-02-04
2024-09-30	$546,614	14,172	0.0%	Shares	Sole	2024-10-23
2024-06-30	$529,040	14,172	-3.8%	Shares	Sole	2024-07-29
2024-03-31	$545,746	14,730	0.0%	Shares	Sole	2024-04-08
2023-12-31	$550,165	14,730	-10.7%	Shares	Sole	2024-01-03
2023-09-30	$566,445	16,500	0.0%	Shares	Sole	2023-10-26
2023-06-30	$658,515	16,500	0.0%	Shares	Sole	2023-08-04
2023-03-31	$720,225	16,500	+2.2%	Shares	Sole	2023-04-25
2022-12-31	$770,839	16,150	0.0%	Shares	Sole	2023-01-04
2022-09-30	$668,287	16,150	+0.6%	Shares	Sole	2022-10-06
2022-06-30	$735,892	16,050	+13.8%	Shares	Sole	2022-08-15
2022-03-31	$721,188	14,105	-24.1%	Shares	Sole	2022-04-26
2021-12-31	$997,667	18,582	+59.3%	Shares	Sole	2022-02-14
2021-06-30	$533,090	11,665	+28.0%	Shares	Sole	2021-08-09
2021-03-31	$407,672	9,110	—	Shares	Sole	2021-05-11
No filing history on record for this holder in this stock.