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Essential Utils shares owned by Phoenix Holdings

Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Phoenix Holdings from 13F filings

Historical chart of Phoenix Holdings investment in Essential Utils

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All positions including Essential Utils held by Phoenix Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Essential Utils by Phoenix Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 58k 38.65
2024-06-30 $384k 10k 37.35
2024-03-31 $376k 10k 36.94
2023-12-31 $339k 9.0k 37.61
2023-09-30 $319k 9.3k 34.21
2023-06-30 $326k 8.3k 39.39
2023-03-31 $359k 8.4k 42.67
2022-12-31 $352k 7.3k 48.43
2022-09-30 $333k 7.8k 42.70
2022-06-30 $393k 8.7k 45.12
2022-03-31 $484k 9.4k 51.37
2021-12-31 $611k 12k 53.36
2021-09-30 $572k 12k 46.66
2021-03-31 $293k 6.6k 44.15
2020-12-31 $209k 4.5k 46.36