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New England Capital Financial Advisors »

Essential Utils shares owned by New England Capital Financial Advisors

Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by New England Capital Financial Advisors from 13F filings

Historical chart of New England Capital Financial Advisors investment in Essential Utils

Tip: Access up to 7 years of quarterly data

All positions including Essential Utils held by New England Capital Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Essential Utils by New England Capital Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$6.1k	157	38.57
2024-06-30	$5.9k	157	37.33
2024-03-31	$5.8k	157	37.05
2023-12-31	$5.9k	157	37.35
2023-09-30	$5.7k	166	34.33

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Vanguard Index Fds Sm Cp Val Etf (VBR)

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Capital Grp Fixed Incm Etf T Short Duration (CGSD)

Spdr Ser Tr S&P 600 SMCP GRW (SLYG)

Select Sector Spdr Tr Rl Est Sel Sec (XLRE)

Spdr Ser Tr S&p 600 Smcp Val (SLYV)

Capital Grp Fixed Incm Etf T Municipal Income (CGMU)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Spdr Ser Tr Bloomberg Invt (FLRN)

Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for New England Capital Financial Advisors

Top funds holding Essential Utils

Canada Pension Plan Investment Board

State Street Corporation

Nordea Investment Management Ab

Pictet Asset Management Holding SA

Geode Capital Management

First Trust Advisors

Legal & General Group

Norges Bank Investment Management

Bank of New York Mellon

View all funds holding Essential Utils

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