Essential Utils shares owned by Wealth Effects
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Wealth Effects
from 13F filings
Historical chart of Wealth Effects investment in Essential Utils
Tip: Access up to 7 years of quarterly data
All positions including Essential Utils held by Wealth Effects consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Essential Utils by Wealth Effects
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $268k | 7.2k | 37.05 |
2023-12-31 | $361k | 9.7k | 37.35 |
2023-09-30 | $450k | 13k | 34.33 |
2023-06-30 | $489k | 12k | 39.91 |
2023-03-31 | $539k | 12k | 43.65 |
2022-12-31 | $543k | 11k | 47.73 |
2022-09-30 | $471k | 11k | 41.38 |
2022-06-30 | $522k | 11k | 45.87 |
2022-03-31 | $388k | 7.6k | 51.17 |
2021-12-31 | $407k | 7.6k | 53.68 |