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Addison Advisors LLC

SEC CIK
0001843745
Latest filing
Aug 10, 2026

WTRG holding history

Essential Utilities, Inc. in every 13F filed by Addison Advisors 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
20
Since Q2 2021
Holdings of WTRG by Addison Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−771−100.0%Sold outHolders
Q1 2026771$31.0K<0.1%00.0%UnchangedHolders
Q4 2025771$29.6K<0.1%00.0%UnchangedHolders
Q3 2025771$30.8K<0.1%00.0%UnchangedHolders
Q2 2025771$28.6K<0.1%00.0%UnchangedHolders
Q1 2025771$30.5K<0.1%00.0%UnchangedHolders
Q4 2024771$28.0K<0.1%−42−5.2%ReducedHolders
Q3 2024813$31.4K<0.1%00.0%UnchangedHolders
Q2 2024813$30.4K<0.1%00.0%UnchangedHolders
Q1 2024813$30.1K<0.1%00.0%UnchangedHolders
Q4 2023813$30.4K<0.1%00.0%UnchangedHolders
Q3 2023813$27.9K<0.1%00.0%UnchangedHolders
Q2 2023813$32.4K<0.1%00.0%UnchangedHolders
Q1 2023813$35.5K<0.1%−1,500−64.9%ReducedHolders
Q4 20222,313$110.4K0.1%00.0%UnchangedHolders
Q3 20222,313$96.0K0.1%00.0%UnchangedHolders
Q2 20222,313$106.0K0.1%+1,500+184.5%AddedHolders
Q1 2022813$42.0K<0.1%00.0%UnchangedHolders
Q4 2021813$44.0K<0.1%+750+1,190.5%AddedHolders
Q3 202163$3.00K<0.1%00.0%UnchangedHolders
Q2 202163$3.00K<0.1%–No prior filingHolders