Essential Utils shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in Essential Utils
Tip: Access up to 7 years of quarterly data
All positions including Essential Utils held by BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Essential Utils by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $417k | 11k | 39.90 |
| 2025-06-30 | $388k | 11k | 37.14 |
| 2025-03-31 | $413k | 10k | 39.53 |
| 2024-12-31 | $430k | 12k | 36.32 |
| 2024-09-30 | $456k | 12k | 38.57 |
| 2024-06-30 | $390k | 10k | 37.33 |
| 2024-03-31 | $398k | 11k | 37.05 |
| 2023-12-31 | $398k | 11k | 37.35 |
| 2023-09-30 | $363k | 11k | 34.33 |
| 2023-06-30 | $417k | 10k | 39.91 |
| 2023-03-31 | $472k | 11k | 43.65 |
| 2022-12-31 | $516k | 11k | 47.73 |
| 2022-09-30 | $447k | 11k | 41.39 |
| 2022-06-30 | $495k | 11k | 45.82 |