WTRG β€” ESSENTIAL UTILS INC

Ownership history in CERTIOR FINANCIAL GROUP, LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which CERTIOR FINANCIAL GROUP, 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.17% (2025 Q1)
πŸ“Š Avg. % of fund
0.16%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
2
% of Fund (quarterly)    WTRG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 5,366 +6 +0.1% 0.14% $214K $39.19
2025 Q1 INITIATED 5,360 β€” β€” 0.17% $212K $38.17

🏒 Other funds also holding WTRG

As of 2025 Q4 β€” sorted by position size

Olympiad Research LP 3Y 2.66% ANTIPODES PARTNERS Ltd 3Y 7Y 2.64% JOHN G ULLMAN & ASSOCIATES INC 3Y 7Y 2.07% Greenland Capital Management LP 3Y 1.82% Weaver C. Barksdale & Associates, Inc. 3Y 7Y 1.61% Aurora Investment Counsel 3Y 7Y 1.48% CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 3Y 7Y 1.11% Coston, McIsaac & Partners 3Y 1.03% Blossom Wealth Management 3Y 1.01% DUFF & PHELPS INVESTMENT MANAGEMENT CO 3Y 7Y 0.95%
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