Essential Utils shares owned by Alan B. Lancz & Associates
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Alan B. Lancz & Associates
from 13F filings
Historical chart of Alan B. Lancz & Associates investment in Essential Utils
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All positions including Essential Utils held by Alan B. Lancz & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Essential Utils by Alan B. Lancz & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $510k | 13k | 39.90 |
| 2025-06-30 | $360k | 9.7k | 37.14 |
| 2023-12-31 | $203k | 5.4k | 37.35 |
| 2023-09-30 | $204k | 5.9k | 34.33 |
| 2023-06-30 | $237k | 5.9k | 39.91 |
| 2023-03-31 | $272k | 6.2k | 43.65 |
| 2022-12-31 | $304k | 6.2k | 48.79 |
| 2022-09-30 | $258k | 6.2k | 41.39 |
| 2022-06-30 | $324k | 6.2k | 51.97 |
| 2022-03-31 | $319k | 6.2k | 51.17 |
| 2021-12-31 | $335k | 6.2k | 53.74 |
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