Essential Utils shares owned by CFG Asset Management
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by CFG Asset Management
from 13F filings
Historical chart of CFG Asset Management investment in Essential Utils
Tip: Access up to 7 years of quarterly data
All positions including Essential Utils held by CFG Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Essential Utils by CFG Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $12k | 324 | 37.14 |
| 2025-03-31 | $12k | 292 | 39.53 |
| 2024-12-31 | $399 | 11 | 36.36 |
| 2023-09-30 | $3.4M | 100k | 34.33 |
| 2023-06-30 | $4.0M | 100k | 39.91 |
| 2023-03-31 | $4.4M | 100k | 43.65 |
| 2022-12-31 | $4.8M | 100k | 47.73 |
| 2022-09-30 | $4.1M | 100k | 41.38 |
| 2022-06-30 | $4.6M | 100k | 45.85 |
| 2022-03-31 | $5.1M | 100k | 51.13 |
| 2021-12-31 | $419k | 7.8k | 53.65 |
| 2021-09-30 | $360k | 7.8k | 46.09 |
| 2020-06-30 | $37k | 876 | 42.24 |
| 2020-03-31 | $7.6M | 186k | 40.70 |