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Essential Utils shares owned by Tred Avon Family Wealth

Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Tred Avon Family Wealth from 13F filings

Historical chart of Tred Avon Family Wealth investment in Essential Utils

Tip: Access up to 7 years of quarterly data

All positions including Essential Utils held by Tred Avon Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Essential Utils by Tred Avon Family Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $223k 5.8k 38.36

More positions owned by Tred Avon Family Wealth

Bank of America Corporation (BAC)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Johnson & Johnson (JNJ)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadcom (AVGO)
Eli Lilly & Co. (LLY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Golub Capital BDC (GBDC)

View all positions for Tred Avon Family Wealth

Top funds holding Essential Utils

BlackRock
Vanguard Group
State Street Corporation
Canada Pension Plan Investment Board
Nordea Investment Management Ab
Geode Capital Management
Amundi
Pictet Asset Management Holding SA
First Trust Advisors
Jpmorgan Chase & Co
Invesco
Macquarie Group
Legal & General Group
Antipodes Partners
Northern Trust

View all funds holding Essential Utils