Essential Utils shares owned by Lee Financial
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in Essential Utils
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All positions including Essential Utils held by Lee Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Essential Utils by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 31k | 39.90 |
| 2025-06-30 | $990k | 27k | 37.14 |
| 2025-03-31 | $955k | 24k | 39.53 |
| 2024-12-31 | $986k | 27k | 36.32 |
| 2024-09-30 | $1.1M | 28k | 38.57 |
| 2024-06-30 | $746k | 20k | 37.33 |
| 2024-03-31 | $704k | 19k | 37.05 |