Skip to main content
Livermore
Livermore
ZHEN

Procyon Private Wealth Partners, LLC

SEC CIK
0001804329
Latest filing
Jul 9, 2026

WTRG holding history

Essential Utilities, Inc. in every 13F filed by Procyon Private Wealth Partners, LLC, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q4 2022
Holdings of WTRG by Procyon Private Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−4,989−100.0%Sold outHolders
Q1 20264,989$200.9K<0.1%−3,764−43.0%ReducedHolders
Q4 20258,753$335.8K<0.1%+7+0.1%AddedHolders
Q3 20258,746$349.0K<0.1%00.0%UnchangedHolders
Q2 20258,746$324.8K<0.1%−401−4.4%ReducedHolders
Q1 20259,147$361.6K<0.1%00.0%UnchangedHolders
Q4 20249,147$332.2K<0.1%−1,258−12.1%ReducedHolders
Q3 202410,405$401.3K<0.1%00.0%UnchangedHolders
Q2 202410,405$388.4K<0.1%00.0%UnchangedHolders
Q1 202410,405$385.5K<0.1%+381+3.8%AddedHolders
Q4 202310,024$374.4K<0.1%+20+0.2%AddedHolders
Q3 202310,004$343.4K<0.1%00.0%UnchangedHolders
Q2 202310,004$399.3K0.1%−10.0%ReducedHolders
Q1 202310,005$436.7K0.1%−30.0%ReducedHolders
Q4 202210,008$477.7K0.1%+10,008NewHolders