WTRG ESSENTIAL UTILS INC

Ownership history in Advisory Services Network, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in ESSENTIAL UTILS INC (WTRG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2020 Q4)
Avg. % of fund
0.02%
First filed
2020 Q1
Last filed
2025 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,933 -4,661 -54.2% 0.00% $157K $39.19
2025 Q1 ADDED 8,594 +5,218 +154.6% 0.01% $340K $38.17
2023 Q4 REDUCED 3,376 -7,222 -68.1% 0.00% $126K $34.56
2023 Q1 ADDED 10,598 +15 +0.1% 0.01% $463K $39.46
2022 Q4 REDUCED 10,583 -351 -3.2% 0.02% $505K $42.88
2022 Q3 REDUCED 10,934 -95 -0.9% 0.02% $452K $36.94
2022 Q2 REDUCED 11,029 -2,544 -18.7% 0.02% $506K $40.70
2022 Q1 REDUCED 13,573 -1,316 -8.8% 0.02% $694K $45.10
2021 Q4 REDUCED 14,889 -601 -3.9% 0.02% $799K $47.09
2021 Q3 ADDED 15,490 +173 +1.1% 0.02% $714K $40.19
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% of Fund (quarterly)    WTRG price (monthly, adj. close)
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