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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

WTRG holding history

Essential Utilities, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WTRG overviewAll 13F holders of WTRGFull Q2 2026 holdings

Shares (Q2 2026)
201,982
Value
$7.74M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WTRG by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026201,982$7.74M<0.1%+1,340+0.7%AddedHolders
Q1 2026200,642$8.08M<0.1%+8,330+4.3%AddedHolders
Q4 2025192,312$7.38M<0.1%+9,960+5.5%AddedHolders
Q3 2025182,352$7.28M<0.1%−15,039−7.6%ReducedHolders
Q2 2025197,391$7.33M<0.1%+118,005+148.6%AddedHolders
Q1 202579,386$3.14M<0.1%−1,916−2.4%ReducedHolders
Q4 202481,302$2.95M<0.1%+1,478+1.9%AddedHolders
Q3 202479,824$3.08M<0.1%−1,116−1.4%ReducedHolders
Q2 202480,940$3.02M<0.1%−2,173−2.6%ReducedHolders
Q1 202483,113$3.08M<0.1%+7,588+10.0%AddedHolders
Q4 202375,525$2.82M<0.1%−10,691−12.4%ReducedHolders
Q3 202386,216$2.96M<0.1%+44,104+104.7%AddedHolders
Q2 202342,112$1.68M<0.1%−3,555−7.8%ReducedHolders
Q1 202345,667$1.99M<0.1%−23−0.1%ReducedHolders
Q4 202245,690$2.18M<0.1%+2,501+5.8%AddedHolders
Q3 202243,189$1.79M<0.1%+587+1.4%AddedHolders
Q2 202242,602$1.95M<0.1%−1,707−3.9%ReducedHolders
Q1 202244,309$2.27M<0.1%+5,536+14.3%AddedHolders
Q4 202138,773$2.08M<0.1%−38,319−49.7%ReducedHolders
Q3 202177,092$3.55M<0.1%+4,600+6.3%AddedHolders
Q2 202172,492$3.31M<0.1%−8,979−11.0%ReducedHolders
Q1 202181,471$3.65M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.