Clearstead Advisors, LLC

Position in WTRG — Essential Utilities, Inc.

CIK 842775 CLEVELAND, OH

Position in WTRG

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$179,865

+$140,602 QoQ

Shares Held

4,695

+381.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#503

of 691 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Clearstead Advisors, LLC holds $9,650,258 across 11 Utilities - Regulated Water names. WTRG ranks #2 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	71,701	$9,434,417
2	WTRG	Essential Utilities, Inc. This page	4,695	$179,865
3	CWT	California Water Service Group	464	$22,573
4	AWR	American States Water Co	106	$8,758
5	HTO	H2o America	32	$1,944
6	CWCO	Consolidated Water Co. Ltd.	31	$914
7	YORW	York Water Co	24	$735
8	MSEX	Middlesex Water Co	13	$730

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$179,865	4,695	+381.5%	Shares	Sole	2026-08-06
2026-03-31	$39,263	975	-51.1%	Shares	Sole	2026-05-06
2025-12-31	$76,451	1,993	-7.4%	Shares	Sole	2026-02-09
2025-09-30	$85,904	2,153	+41.0%	Shares	Sole	2025-11-10
2025-06-30	$56,712	1,527	+2249.2%	Shares	Sole	2025-08-08
2025-03-31	$2,569	65	-97.2%	Shares	Sole	2025-05-13
2022-06-30	$106,234	2,317	+0.6%	Shares	Sole	2022-08-12
2022-03-31	$117,752	2,303	+0.6%	Shares	Sole	2022-05-04
2021-12-31	$122,950	2,290	+0.6%	Shares	Sole	2022-02-14
2021-09-30	$104,924	2,277	+0.5%	Shares	Sole	2021-11-12
2021-06-30	$103,510	2,265	+0.5%	Shares	Sole	2021-08-12
2021-03-31	$100,821	2,253	+0.6%	Shares	Sole	2021-05-14
2020-12-31	$105,929	2,240	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.