Back to WTRG
Cambridge Investment Research Advisors, Inc. → WTRG
Cambridge Investment Research Advisors, Inc. WTRG Position History
Essential Utilities, Inc. • Utilities
Quarters held
6
Latest value
$3.2M
Q3 2026
Peak value
$4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4M |
| Q4 2025 | $3.6M |
| Q1 2026 | $3.6M |
| Q2 2026 | $3.5M |
| Q2 2026 | $3.5M |
| Q3 2026 | $3.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.2M | 82.6K | — | — |
| Q2 2026 | $3.5M | 90.7K | — | — |
| Q2 2026 | $3.5M | 90.7K | — | — |
| Q1 2026 | $3.6M | 90.6K | — | — |
| Q4 2025 | $3.6M | 94.8K | — | — |
| Q3 2025 | $4M | 101.2K | — | — |
Other funds holding WTRG
$552.8M
$502.6M
$502.6M
$500.6M
$283.6M
$163.6M