Essential Utils shares owned by CWM Advisors
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by CWM Advisors
from 13F filings
Historical chart of CWM Advisors investment in Essential Utils
Tip: Access up to 7 years of quarterly data
All positions including Essential Utils held by CWM Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Essential Utils by CWM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $854k | 21k | 39.90 |
| 2025-06-30 | $544k | 15k | 37.14 |
| 2025-03-31 | $321k | 8.1k | 39.53 |
| 2024-12-31 | $266k | 7.3k | 36.32 |
| 2024-09-30 | $293k | 7.6k | 38.57 |
| 2020-03-31 | $11k | 270 | 40.74 |