Essential Utils shares owned by Synergy Financial Management
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in Essential Utils
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Quarterly reported holdings in Essential Utils by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.3M | 234k | 39.90 |
| 2025-06-30 | $1.9M | 52k | 37.14 |
| 2025-03-31 | $5.1M | 129k | 39.53 |
| 2024-12-31 | $5.3M | 148k | 36.04 |
| 2024-09-30 | $3.0M | 77k | 38.57 |
More positions owned by Synergy Financial Management
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