Essential Utils shares owned by Creative Planning
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Essential Utils
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Quarterly reported holdings in Essential Utils by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.8M | 76k | 37.35 |
| 2023-09-30 | $3.0M | 86k | 34.33 |
| 2023-06-30 | $1.7M | 42k | 39.91 |
| 2023-03-31 | $2.0M | 46k | 43.65 |
| 2022-12-31 | $2.2M | 46k | 47.73 |
| 2022-09-30 | $1.8M | 43k | 41.38 |
| 2022-06-30 | $2.0M | 43k | 45.84 |
| 2022-03-31 | $2.3M | 44k | 51.14 |
| 2021-12-31 | $2.1M | 39k | 53.70 |
| 2021-09-30 | $3.6M | 77k | 46.07 |
| 2021-06-30 | $3.3M | 73k | 45.70 |
| 2021-03-31 | $3.6M | 82k | 44.75 |
| 2020-12-31 | $4.0M | 84k | 47.30 |
| 2020-09-30 | $3.3M | 83k | 40.25 |
| 2020-06-30 | $3.3M | 78k | 42.23 |
| 2020-03-31 | $3.2M | 78k | 40.70 |