Essential Utils shares owned by Asset Planning
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Asset Planning
from 13F filings
Historical chart of Asset Planning investment in Essential Utils
Tip: Access up to 7 years of quarterly data
All positions including Essential Utils held by Asset Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Essential Utils by Asset Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25k | 625 | 39.90 |
| 2025-06-30 | $23k | 625 | 37.14 |
| 2025-03-31 | $25k | 625 | 39.53 |
| 2024-12-31 | $23k | 625 | 36.32 |