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
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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 |
|---|---|---|---|
| 2024-03-31 | $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 |
More positions owned by Levy Wealth Management Group
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