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Essential Utils shares owned by Copia Wealth Management

Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Copia Wealth Management from 13F filings

Historical chart of Copia Wealth Management investment in Essential Utils

Tip: Access up to 7 years of quarterly data

All positions including Essential Utils held by Copia Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Essential Utils by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.5k 138 39.90
2025-06-30 $5.1k 138 37.14
2025-03-31 $5.5k 138 39.53
2024-12-31 $5.0k 138 36.32

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Top funds holding Essential Utils

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

View all funds holding Essential Utils