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Essential Utils shares owned by Optimal Asset Management

Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Optimal Asset Management from 13F filings

Historical chart of Optimal Asset Management investment in Essential Utils

Tip: Access up to 7 years of quarterly data

All positions including Essential Utils held by Optimal Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Essential Utils by Optimal Asset Management

Quarter filed Position value Share count Share price at filing
2021-09-30 $1.5M 32k 46.08
2021-06-30 $1.5M 32k 45.69
2021-03-31 $1.4M 32k 44.75
2020-12-31 $565k 12k 47.26
2020-09-30 $962k 24k 40.29
2020-06-30 $318k 7.5k 42.22