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Essential Utils shares owned by Levy Wealth Management Group

Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Levy Wealth Management Group from 13F filings

Historical chart of Levy Wealth Management Group investment in Essential Utils

Tip: Access up to 7 years of quarterly data

All positions including Essential Utils held by Levy Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Essential Utils by Levy Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $534k 14k 37.33
2024-03-31 $530k 14k 37.35
2023-12-31 $530k 14k 37.35
2023-09-30 $501k 15k 34.33
2023-06-30 $581k 15k 39.91
2023-03-31 $633k 15k 43.65
2022-12-31 $432k 9.0k 47.73
2022-09-30 $374k 9.0k 41.37
2022-06-30 $414k 9.0k 45.80
2022-03-31 $462k 9.0k 51.11
2021-12-31 $485k 9.0k 53.66
2021-09-30 $426k 9.2k 46.07
2021-06-30 $423k 9.2k 45.75
2021-03-31 $414k 9.2k 44.79
2020-12-31 $437k 9.2k 47.28