Essential Utils shares owned by Cozad Asset Management
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Cozad Asset Management
from 13F filings
Historical chart of Cozad Asset Management investment in Essential Utils
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Quarterly reported holdings in Essential Utils by Cozad Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $239k | 6.0k | 39.90 |
| 2025-06-30 | $237k | 6.0k | 39.53 |
| 2025-03-31 | $237k | 6.0k | 39.53 |
| 2023-03-31 | $259k | 5.9k | 43.65 |
| 2022-12-31 | $1.6M | 34k | 47.73 |
| 2022-09-30 | $1.1M | 27k | 41.40 |
| 2022-06-30 | $1.1M | 24k | 45.85 |
| 2022-03-31 | $1.2M | 24k | 51.12 |
| 2021-12-31 | $1.2M | 22k | 53.70 |
| 2021-09-30 | $992k | 22k | 46.09 |
| 2021-06-30 | $1.0M | 22k | 45.72 |
| 2021-03-31 | $999k | 22k | 44.77 |
| 2020-12-31 | $213k | 4.5k | 47.19 |
| 2020-06-30 | $1.1M | 20k | 53.09 |
| 2020-03-31 | $203k | 5.0k | 40.67 |