Phoenix Holdings »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Essential Utils by Phoenix Holdings

Quarter filed Position value Share count Share price at filing
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