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Essential Utils shares owned by Apella Capital

Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Apella Capital from 13F filings

Historical chart of Apella Capital investment in Essential Utils

Tip: Access up to 7 years of quarterly data

All positions including Essential Utils held by Apella Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Essential Utils by Apella Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $312k 8.5k 36.71
2023-12-31 $314k 8.4k 37.26
2023-09-30 $287k 8.4k 34.33
2023-06-30 $332k 8.3k 39.91
2022-12-31 $401k 8.4k 47.73

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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Equity Etf (DFUS)

View all positions for Apella Capital

Top funds holding Essential Utils

Vanguard Group
Amundi
Legal & General Group
Nordea Investment Management Ab
Duff & Phelps Investment Management
Bank of New York Mellon
Norges Bank Investment Management
Tandem Investment Advisors
Charles Schwab Investment Management
Bank Of Montreal
Ubs Global Asset Management Americas
Empower Advisory Group
Franklin Resources
Kames Capital
Citadel Advisors

View all funds holding Essential Utils