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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

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Quarterly 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