Essential Utils shares owned by YHB Investment Advisors
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by YHB Investment Advisors
from 13F filings
Historical chart of YHB Investment Advisors investment in Essential Utils
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Quarterly reported holdings in Essential Utils by YHB Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $245k | 6.2k | 39.53 |
| 2024-12-31 | $227k | 6.2k | 36.32 |
| 2024-09-30 | $300k | 7.8k | 38.57 |
| 2024-06-30 | $308k | 8.2k | 37.33 |
| 2024-03-31 | $463k | 13k | 37.05 |
| 2023-12-31 | $1.9M | 51k | 37.35 |
| 2023-09-30 | $2.0M | 58k | 34.33 |
| 2023-06-30 | $2.3M | 58k | 39.91 |
| 2023-03-31 | $2.5M | 57k | 43.65 |
| 2022-12-31 | $2.7M | 56k | 47.60 |
| 2022-09-30 | $2.3M | 56k | 41.38 |
| 2022-06-30 | $2.6M | 56k | 45.85 |
| 2022-03-31 | $2.9M | 57k | 51.13 |
| 2021-12-31 | $3.1M | 58k | 53.68 |
| 2021-09-30 | $2.7M | 58k | 46.08 |
| 2021-06-30 | $2.6M | 58k | 45.70 |
| 2021-03-31 | $2.7M | 58k | 47.25 |
| 2020-12-31 | $2.7M | 58k | 47.29 |
| 2020-09-30 | $2.3M | 58k | 40.26 |
| 2020-06-30 | $2.7M | 65k | 42.24 |
| 2020-03-31 | $2.7M | 67k | 40.70 |