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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

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Quarterly 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