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Essential Utils shares owned by Grey Fox Wealth Advisors

Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Grey Fox Wealth Advisors from 13F filings

Historical chart of Grey Fox Wealth Advisors investment in Essential Utils

Tip: Access up to 7 years of quarterly data

All positions including Essential Utils held by Grey Fox Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Essential Utils by Grey Fox Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $115k 2.9k 39.90
2023-03-31 $173k 4.0k 43.65
2022-12-31 $189k 4.0k 47.73

More positions owned by Grey Fox Wealth Advisors

Vanguard Value ETF Etf (VTV)
Vanguard Growth ETF Etf (VUG)
Vanguard FTSE Developed Markets ETF Etf (VEA)
iShares Core US Aggregate Bond ETF Etf (AGG)
Vanguard Small Cap Value ETF Etf (VBR)
Vanguard Mid Cap ETF IV Etf (VO)
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG)
Vanguard Intermediate Term Bond ETF Etf (BIV)
Vanguard Short Term Cor BD ETF IV Etf (VCSH)
SPDR Index Shares Emerg Markt ETF IV Etf (SPEM)
Vanguard Real Estate ETF Etf (VNQ)
Apple Common Stock (AAPL)
iShares Broad Usd HG YLD CRP BND ETF Etf (USHY)
Nvidia Corp Common Stock (NVDA)
Jpmorgan Smartretirement Blend 2045 R6 Mutual Fund (JMYAX)

View all positions for Grey Fox Wealth Advisors

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