Caerus Investment Advisors »

Essential Utils shares owned by Caerus Investment Advisors

Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Caerus Investment Advisors from 13F filings

Historical chart of Caerus Investment Advisors investment in Essential Utils

Tip: Access up to 7 years of quarterly data

All positions including Essential Utils held by Caerus Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Essential Utils by Caerus Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 5.1k 39.90

More positions owned by Caerus Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Global X Fds S&p 500 Covered (XYLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Global X Fds Nasdaq 100 Cover (QYLD)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Eafe Etf (EFA)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Us Equity Market (DFUS)
Microsoft Corporation (MSFT)
Palantir Technologies Cl A (PLTR)

View all positions for Caerus Investment Advisors

Top funds holding Essential Utils

BlackRock
Vanguard Group
State Street Corporation
Canada Pension Plan Investment Board
Nordea Investment Management Ab
Geode Capital Management
Amundi
Pictet Asset Management Holding SA
First Trust Advisors
Jpmorgan Chase & Co
Invesco
Macquarie Group
Legal & General Group
Antipodes Partners
Northern Trust

View all funds holding Essential Utils