Essential Utils shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Essential Utils
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Quarterly reported holdings in Essential Utils by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.5M | 93k | 37.35 |
| 2023-09-30 | $3.2M | 92k | 34.33 |
| 2023-06-30 | $4.9M | 124k | 39.91 |
| 2023-03-31 | $5.4M | 124k | 43.65 |
| 2022-12-31 | $5.6M | 118k | 47.73 |
| 2022-09-30 | $4.6M | 111k | 41.37 |
| 2022-06-30 | $5.0M | 109k | 45.84 |
| 2022-03-31 | $5.5M | 108k | 51.12 |
| 2021-12-31 | $4.4M | 82k | 53.66 |
| 2021-09-30 | $3.6M | 79k | 46.06 |
| 2021-06-30 | $3.6M | 80k | 45.66 |
| 2021-03-31 | $3.5M | 78k | 44.75 |
| 2020-12-31 | $3.7M | 79k | 47.29 |
| 2020-09-30 | $3.2M | 79k | 40.00 |
| 2020-06-30 | $3.3M | 79k | 42.24 |
| 2020-03-31 | $3.1M | 75k | 40.70 |
More positions owned by Summit Investment Advisors
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