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Essential Utils shares owned by Trust

Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Trust from 13F filings

Historical chart of Trust investment in Essential Utils

Tip: Access up to 7 years of quarterly data

All positions including Essential Utils held by Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Essential Utils by Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.0k 200 39.90
2025-06-30 $7.4k 200 37.14
2025-03-31 $7.9k 200 39.53
2020-12-31 $7.0k 150 46.67

More positions owned by Trust

iShares Short Treasury Bond Index ETF Short Treas Bd (SHV)
Vanguard Total Bond Index ETF Total Bnd Mrkt (BND)
iShares Core US Aggregate Bond Index ETF Core Us Aggbd Et (AGG)
Vanguard Growth Index ETF Growth Etf (VUG)
Vanguard Value Index ETF Value Etf (VTV)
SPDR S&P Emerging Markets Dividend ETF S&p Em Mkt Div (EDIV)
Schwab Fundamental Intl Large Co ETF Fundamental Intl (FNDF)
Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA)
iShares Russell 1000 Index ETF Rus 1000 Etf (IWB)
Vanguard Mid-Cap Value Index ETF Mcap Vl Idxvip (VOE)
Vanguard Mid-Cap Growth Index ETF Mcap Gr Idxvip (VOT)
JP Morgan Active Growth ETF Active Growth (JGRO)
iShares National Muni Bond Index ETF National Mun Etf (MUB)
iShares IBOXX High Yield Corp Bond Index ETF Iboxx Hi Yd Etf (HYG)
JP Morgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST)

View all positions for Trust

Top funds holding Essential Utils

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

View all funds holding Essential Utils