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Essential Utils shares owned by Wills Financial Group

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

Historical chart of Wills Financial Group investment in Essential Utils

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

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Quarterly reported holdings in Essential Utils by Wills Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.4M 160k 39.90
2025-06-30 $6.0M 161k 37.14

More positions owned by Wills Financial Group

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Apple (AAPL)
Lockheed Martin Corporation (LMT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Gold Tr Ishares New (IAU)
Palo Alto Networks (PANW)
Amazon (AMZN)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Procter & Gamble Company (PG)
Danaher Corporation (DHR)
Pepsi (PEP)
Broadcom (AVGO)
Essential Utils (WTRG)
Chevron Corporation (CVX)

View all positions for Wills Financial Group

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