Ownership history in BOKF, NA Β· 12 quarters on record
This page tracks every 13F SEC filing in which BOKF, NA 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 β sourced directly from SEC EDGAR 13F filings.
π BOKF, NA underperformed the S&P 500 by β34.0% annually on this WTRG position. Timing score: 86% (6/7 decisions correct). Average cost basis: $34.52. Maximum drawdown during holding period: β14.8%.
β Significantly underperformed the S&P 500 by 34.0% ann.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
6 of 7 add/trim decisions correct
Best entry: $34.34 (2020 Q1) Β· Worst: $39.19 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 5 trims. Bought during 1 of 5 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size