Essential Utils shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Essential Utils
Tip: Access up to 7 years of quarterly data
All positions including Essential Utils held by Bernardo Wealth 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 Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $442k | 11k | 39.90 |
| 2025-06-30 | $432k | 12k | 37.16 |
| 2025-03-31 | $448k | 11k | 39.54 |
| 2024-12-31 | $356k | 11k | 34.08 |
| 2024-09-30 | $419k | 10k | 40.10 |
| 2024-06-30 | $768k | 21k | 37.33 |
| 2024-03-31 | $762k | 21k | 37.05 |
| 2023-12-31 | $779k | 21k | 37.35 |
| 2023-09-30 | $707k | 21k | 34.33 |
| 2023-06-30 | $834k | 21k | 39.91 |
| 2023-03-31 | $912k | 21k | 43.65 |
| 2022-12-31 | $997k | 21k | 47.73 |
| 2022-09-30 | $854k | 21k | 40.87 |
| 2022-06-30 | $958k | 21k | 45.85 |
| 2022-03-31 | $1.1M | 21k | 53.65 |
| 2021-12-31 | $1.1M | 21k | 53.65 |
| 2021-09-30 | $962k | 21k | 46.05 |
| 2021-06-30 | $965k | 21k | 45.70 |
| 2021-03-31 | $1.0M | 23k | 44.73 |
| 2020-12-31 | $1.2M | 26k | 47.27 |
| 2020-09-30 | $1.0M | 26k | 40.22 |
| 2020-06-30 | $1.1M | 27k | 42.22 |
| 2020-03-31 | $1.1M | 27k | 40.68 |