Essential Utils shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Essential Utils
Tip: Access up to 7 years of quarterly data
All positions including Essential Utils held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Essential Utils by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.3M | 35k | 37.35 |
| 2023-09-30 | $1.8M | 53k | 34.33 |
| 2023-06-30 | $1.5M | 38k | 39.91 |
| 2023-03-31 | $1.5M | 35k | 43.65 |
| 2022-12-31 | $1.6M | 33k | 47.73 |
| 2022-09-30 | $2.0M | 48k | 41.39 |
| 2022-06-30 | $892k | 20k | 45.83 |
| 2022-03-31 | $775k | 15k | 51.11 |
| 2021-12-31 | $776k | 15k | 53.67 |
| 2021-09-30 | $696k | 15k | 46.07 |
| 2021-06-30 | $444k | 9.7k | 45.68 |
| 2021-03-31 | $423k | 9.5k | 44.75 |
| 2020-12-31 | $691k | 15k | 46.58 |
| 2020-09-30 | $320k | 120 | 2666.67 |