CREATIVE FINANCIAL DESIGNS INC /ADV
Position in WTRG — Essential Utilities, Inc.
CIK 819864
KOKOMO, IN
Position in WTRG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$39,267
+$12,005 QoQ
Shares Held
1,025
+51.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#544
of 691 holders
Holding Since
Mar 2020
26 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $831,053 across 6 Utilities - Regulated Water names. WTRG ranks #3 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
3,833 | $504,346 | |
| 2 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
41,607 | $240,488 | |
| 3 | WTRG |
Essential Utilities, Inc.
This page
|
1,025 | $39,267 | |
| 4 | AWR |
American States Water Co
|
368 | $30,407 | |
| 5 | CWT |
California Water Service Group
|
241 | $11,724 | |
| 6 | GWRS |
Global Water Resources, Inc.
|
666 | $4,821 |
All Filings in WTRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,267 | 1,025 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $27,262 | 677 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $25,777 | 672 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $103,101 | 2,584 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $76,099 | 2,049 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $81,155 | 2,053 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $73,947 | 2,036 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $81,999 | 2,126 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $81,976 | 2,196 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $10,114 | 273 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $5,042 | 135 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $7,552 | 220 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $13,569 | 340 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $12,658 | 290 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $13,746 | 288 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $11,834 | 286 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $13,067 | 285 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $14,469 | 283 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $15,086 | 281 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $25,758 | 559 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $25,409 | 556 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $24,791 | 554 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $15,038 | 318 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $40 | 1 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $42 | 1 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $40 | 1 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||