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Essential Utils shares owned by Key FInancial

Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Key FInancial from 13F filings

Historical chart of Key FInancial investment in Essential Utils

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All positions including Essential Utils held by Key FInancial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Essential Utils by Key FInancial

Quarter filed Position value Share count Share price at filing
2023-12-31 $876k 24k 37.37
2023-09-30 $798k 23k 34.25
2023-06-30 $930k 23k 39.92
2023-03-31 $998k 23k 43.65
2022-12-31 $949k 23k 41.38
2022-09-30 $949k 23k 41.38
2022-06-30 $1.1M 23k 47.44
2022-03-31 $942k 18k 51.13
2021-12-31 $769k 14k 53.70
2021-09-30 $660k 14k 46.09
2021-06-30 $703k 14k 49.10
2021-03-31 $646k 14k 44.73
2020-12-31 $677k 14k 47.28
2020-09-30 $576k 14k 40.23
2020-06-30 $649k 16k 41.69
2020-03-31 $670k 16k 43.03