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Essential Utils shares owned by Comprehensive Financial Planning

Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Comprehensive Financial Planning from 13F filings

Historical chart of Comprehensive Financial Planning investment in Essential Utils

Tip: Access up to 7 years of quarterly data

All positions including Essential Utils held by Comprehensive Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Essential Utils by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9k 50 38.36
2025-09-30 $2.0k 50 39.90
2025-06-30 $1.9k 50 37.14
2025-03-31 $2.0k 50 39.52
2024-12-31 $1.8k 50 36.32

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View all positions for Comprehensive Financial Planning

Top funds holding Essential Utils

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

View all funds holding Essential Utils