Essential Utils shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in Essential Utils
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Quarterly reported holdings in Essential Utils by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $6.1M | 165k | 37.14 |
| 2025-03-31 | $5.9M | 150k | 39.53 |
| 2024-12-31 | $5.2M | 144k | 36.32 |
| 2024-09-30 | $5.2M | 134k | 38.57 |
| 2024-06-30 | $4.8M | 128k | 37.33 |
| 2024-03-31 | $4.3M | 116k | 37.05 |
| 2023-12-31 | $4.1M | 110k | 37.35 |
| 2023-09-30 | $3.6M | 105k | 34.33 |
| 2023-06-30 | $4.0M | 101k | 39.91 |
| 2023-03-31 | $578k | 13k | 43.65 |
| 2022-12-31 | $628k | 13k | 47.73 |
| 2022-09-30 | $537k | 13k | 41.34 |
| 2022-06-30 | $415k | 9.0k | 45.88 |
| 2022-03-31 | $460k | 9.0k | 51.02 |
| 2021-12-31 | $472k | 8.8k | 53.67 |
| 2021-09-30 | $419k | 9.1k | 46.20 |
| 2021-06-30 | $418k | 9.1k | 45.92 |
| 2021-03-31 | $396k | 8.9k | 44.57 |
| 2020-12-31 | $392k | 8.3k | 47.44 |
| 2020-09-30 | $862k | 22k | 40.17 |
| 2020-06-30 | $424k | 10k | 42.37 |
| 2020-03-31 | $477k | 12k | 40.63 |
More positions owned by H D Vest Advisory Services
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