Essential Utils shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Essential Utils
Tip: Access up to 7 years of quarterly data
All positions including Essential Utils held by Institute For Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Essential Utils by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $386k | 10k | 38.36 |
| 2025-09-30 | $402k | 10k | 39.90 |
| 2025-06-30 | $374k | 10k | 37.14 |
| 2025-03-31 | $420k | 11k | 39.53 |
| 2024-12-31 | $389k | 11k | 36.32 |
| 2024-09-30 | $420k | 11k | 38.57 |
| 2024-06-30 | $406k | 11k | 37.33 |
| 2024-03-31 | $403k | 11k | 37.05 |
| 2023-12-31 | $405k | 11k | 37.35 |
| 2023-09-30 | $384k | 11k | 34.33 |
| 2023-06-30 | $451k | 11k | 39.91 |
| 2023-03-31 | $493k | 11k | 43.65 |
| 2022-12-31 | $570k | 12k | 47.73 |
| 2022-09-30 | $511k | 12k | 41.41 |
| 2022-06-30 | $566k | 12k | 45.87 |
| 2022-03-31 | $631k | 12k | 51.13 |
| 2021-12-31 | $663k | 12k | 53.73 |
| 2021-09-30 | $578k | 13k | 46.09 |
| 2021-06-30 | $573k | 13k | 45.69 |
| 2021-03-31 | $561k | 13k | 44.74 |
| 2020-12-31 | $593k | 13k | 47.29 |
| 2020-09-30 | $505k | 13k | 40.27 |
| 2020-06-30 | $517k | 12k | 42.24 |
| 2020-03-31 | $494k | 12k | 40.69 |
More positions owned by Institute For Wealth Management
View all positions for Institute For Wealth Management