Essential Utils shares owned by Charter Trust
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Charter Trust
from 13F filings
Historical chart of Charter Trust investment in Essential Utils
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Quarterly reported holdings in Essential Utils by Charter Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $202k | 5.1k | 39.90 |
| 2025-03-31 | $210k | 5.3k | 39.53 |
| 2024-09-30 | $205k | 5.3k | 38.57 |
| 2023-12-31 | $230k | 6.2k | 37.35 |
| 2023-09-30 | $208k | 6.1k | 34.33 |
| 2023-06-30 | $219k | 5.5k | 39.91 |
| 2023-03-31 | $280k | 6.4k | 43.65 |
| 2022-12-31 | $306k | 6.4k | 47.71 |
| 2022-09-30 | $251k | 6.1k | 41.46 |
| 2022-06-30 | $278k | 6.1k | 45.92 |
| 2022-03-31 | $310k | 6.1k | 51.21 |
| 2021-12-31 | $342k | 6.4k | 53.66 |
| 2021-09-30 | $279k | 6.1k | 46.10 |
| 2021-06-30 | $281k | 6.2k | 45.68 |
| 2021-03-31 | $275k | 6.2k | 44.70 |
| 2020-12-31 | $291k | 6.2k | 47.30 |
| 2020-09-30 | $289k | 7.2k | 40.28 |
| 2020-06-30 | $303k | 7.2k | 42.24 |
| 2020-03-31 | $398k | 9.8k | 40.72 |