Essential Utils shares owned by Provenance Wealth Advisors
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Provenance Wealth Advisors
from 13F filings
Historical chart of Provenance Wealth Advisors investment in Essential Utils
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Quarterly reported holdings in Essential Utils by Provenance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $18k | 458 | 38.36 |
| 2025-09-30 | $18k | 458 | 39.90 |
| 2025-06-30 | $17k | 458 | 37.14 |
| 2025-03-31 | $119k | 3.0k | 39.53 |
| 2024-12-31 | $201k | 5.5k | 36.32 |
| 2024-09-30 | $734k | 19k | 38.57 |
| 2024-06-30 | $712k | 19k | 37.33 |
| 2024-03-31 | $703k | 19k | 37.05 |
| 2023-12-31 | $667k | 18k | 37.35 |
| 2023-09-30 | $591k | 17k | 34.33 |
More positions owned by Provenance Wealth Advisors
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