Essential Utils shares owned by Secure Asset Management
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Secure Asset Management
from 13F filings
Historical chart of Secure Asset Management investment in Essential Utils
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Quarterly reported holdings in Essential Utils by Secure Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.6M | 45k | 36.32 |
| 2024-09-30 | $1.6M | 40k | 38.57 |
| 2024-06-30 | $1.4M | 38k | 37.33 |
| 2024-03-31 | $1.4M | 37k | 37.05 |
| 2023-12-31 | $1.3M | 35k | 37.35 |