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Essential Utils shares owned by Holos Integrated Wealth

Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Holos Integrated Wealth from 13F filings

Historical chart of Holos Integrated Wealth investment in Essential Utils

Tip: Access up to 7 years of quarterly data

All positions including Essential Utils held by Holos Integrated Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Essential Utils by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $793k 21k 38.78

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
First Trust TCW Unconstrained PLUS Bond Etf (UCON)
Legacy Ed Stock (LGCY)
Vanguard Mid Cap Etf (VO)
First Trust Tactical High Yield Etf (HYLS)
Fidelity Limited Term Bond Etf (FLTB)
Fidelity Total Bond Etf (FBND)
SPDR Russell 1000 Yield Focus Etf (ONEY)
Ishares Russell Top 200 Etf (IWL)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator Defined Wealth Shield Etf (BALT)
Schwab US Dividend Equity Etf (SCHD)

View all positions for Holos Integrated Wealth

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