Essential Utils shares owned by Blue Bell Private Wealth Management
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Blue Bell Private Wealth Management
from 13F filings
Historical chart of Blue Bell Private Wealth Management investment in Essential Utils
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Quarterly reported holdings in Essential Utils by Blue Bell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $885k | 22k | 39.90 |
| 2025-06-30 | $176k | 4.7k | 37.14 |
| 2025-03-31 | $828k | 21k | 39.53 |
| 2024-12-31 | $760k | 21k | 36.32 |
| 2024-09-30 | $819k | 21k | 38.57 |
| 2024-06-30 | $799k | 21k | 37.33 |
| 2024-03-31 | $797k | 22k | 37.05 |
| 2023-12-31 | $803k | 22k | 37.35 |
| 2023-09-30 | $118k | 3.4k | 34.33 |
| 2023-06-30 | $892k | 22k | 39.91 |
| 2023-03-31 | $817k | 19k | 43.65 |
| 2022-12-31 | $997k | 21k | 47.73 |
| 2022-09-30 | $881k | 21k | 41.36 |
| 2022-06-30 | $990k | 22k | 45.83 |
| 2022-03-31 | $1.1M | 22k | 51.11 |
| 2021-12-31 | $199k | 3.7k | 53.64 |
More positions owned by Blue Bell Private Wealth Management
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