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Essential Utils shares owned by Compass Ion Advisors

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

Historical chart of Compass Ion Advisors investment in Essential Utils

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Essential Utils by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $494k 12k 40.31

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Univrsl Usd (IUSB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Series Trust State Street Spd (SPYM)
Etf Ser Solutions Aptus Defined (DRSK)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Core Div Grwth (DGRO)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ea Series Trust Freedom 100 Em (FRDM)
Fidelity Wise Origin Bitcoin SHS (FBTC)

View all positions for Compass Ion Advisors

Top funds holding Essential Utils

BlackRock
Vanguard Group
State Street Corporation
Nordea Investment Management Ab
Amundi
Geode Capital Management
Pictet Asset Management Holding SA
Legal & General Group
First Trust Advisors
Norges Bank Investment Management
Invesco
Antipodes Partners
Northern Trust
Susquehanna International
Dimensional Fund Advisors

View all funds holding Essential Utils