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Essential Utils shares owned by Northwest Financial Advisors

Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Northwest Financial Advisors from 13F filings

Historical chart of Northwest Financial Advisors investment in Essential Utils

Tip: Access up to 7 years of quarterly data

All positions including Essential Utils held by Northwest Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Essential Utils by Northwest Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $44k 1.2k 37.05
2023-12-31 $44k 1.2k 37.34

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Top funds holding Essential Utils

BlackRock
Vanguard Group
Amundi
FMR
Geode Capital Management
Legal & General Group
Nordea Investment Management Ab
Duff & Phelps Investment Management
Bank of New York Mellon
Norges Bank Investment Management
Tandem Investment Advisors
First Trust Advisors
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Empower Advisory Group

View all funds holding Essential Utils