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Essential Utils shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Essential Utils

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

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Quarterly reported holdings in Essential Utils by Private Advisor

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.1M 111k 37.35
2023-09-30 $3.9M 115k 34.33
2023-06-30 $5.0M 123k 40.45
2023-03-31 $5.5M 126k 43.65
2022-12-31 $1.3M 122k 10.28
2022-09-30 $5.5M 132k 41.37
2022-06-30 $6.2M 136k 45.85
2022-03-31 $7.2M 140k 51.13
2021-12-31 $6.6M 123k 53.69
2021-09-30 $6.7M 145k 46.08
2021-06-30 $5.2M 113k 45.70
2021-03-31 $4.6M 103k 44.74
2020-12-31 $4.6M 98k 47.29
2020-09-30 $3.8M 93k 40.43
2020-06-30 $4.0M 94k 42.24
2020-03-31 $2.5M 61k 40.70