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Essential Utils shares owned by Lloyd Advisory Services

Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Lloyd Advisory Services from 13F filings

Historical chart of Lloyd Advisory Services investment in Essential Utils

Tip: Access up to 7 years of quarterly data

All positions including Essential Utils held by Lloyd Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Essential Utils by Lloyd Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $932k 23k 40.27

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Capitol Ser Tr Sterling Cap Enh (SCEC)
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Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
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NVIDIA Corporation (NVDA)
Visa Com Cl A (V)
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Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Lloyd Advisory Services

Top funds holding Essential Utils

BlackRock
Vanguard Group
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Nordea Investment Management Ab
Geode Capital Management
Amundi
Invesco
Millennium Management
Pictet Asset Management Holding SA
Legal & General Group
Northern Trust
Morgan Stanley
CNH Partners

View all funds holding Essential Utils