Essential Utils shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Essential Utils
Tip: Access up to 7 years of quarterly data
All positions including Essential Utils held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Essential Utils by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 50k | 39.90 |
| 2025-06-30 | $1.5M | 40k | 36.37 |
| 2025-03-31 | $1.5M | 37k | 39.53 |
| 2024-12-31 | $1.4M | 36k | 38.54 |
| 2024-09-30 | $1.5M | 40k | 38.58 |
| 2024-03-31 | $2.3M | 62k | 37.05 |
| 2023-12-31 | $3.0M | 81k | 37.35 |
| 2023-09-30 | $3.9M | 114k | 34.33 |
| 2023-06-30 | $3.9M | 97k | 39.92 |
| 2023-03-31 | $4.1M | 93k | 43.66 |
| 2022-12-31 | $4.5M | 94k | 47.74 |
| 2022-09-30 | $3.9M | 95k | 41.35 |
| 2022-06-30 | $4.4M | 97k | 45.81 |
| 2022-03-31 | $4.7M | 92k | 51.16 |
| 2021-12-31 | $4.8M | 90k | 53.63 |
| 2021-09-30 | $4.0M | 87k | 46.15 |
| 2021-06-30 | $3.7M | 81k | 45.75 |
| 2021-03-31 | $3.4M | 75k | 44.78 |
| 2020-12-31 | $3.5M | 74k | 47.29 |
| 2020-09-30 | $4.0M | 100k | 40.31 |
| 2020-06-30 | $4.2M | 100k | 42.23 |
| 2020-03-31 | $7.5M | 184k | 40.71 |