Charter Trust »

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

Tip: Access up to 7 years of quarterly data

All positions including Essential Utils held by Charter Trust 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 Charter Trust

Quarter filed Position value Share count Share price at filing
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