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Creative Planning WTRG Position History
Essential Utilities, Inc. • Utilities
Quarters held
9
Latest value
$8.3M
Q3 2026
Peak value
$8.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $196K |
| Q3 2025 | $7.1M |
| Q4 2025 | $7.2M |
| Q4 2025 | $208K |
| Q1 2026 | $8.1M |
| Q2 2026 | $184K |
| Q2 2026 | $7.6M |
| Q3 2026 | $192K |
| Q3 2026 | $8.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.3M | 212.8K | — | — |
| Q3 2026 | $192K | 4.9K | — | — |
| Q2 2026 | $7.6M | 197.2K | — | — |
| Q2 2026 | $184K | 4.8K | — | — |
| Q1 2026 | $8.1M | 200.6K | — | — |
| Q4 2025 | $208K | 5.4K | — | — |
| Q4 2025 | $7.2M | 186.9K | — | — |
| Q3 2025 | $7.1M | 177.4K | — | — |
| Q3 2025 | $196K | 4.9K | — | — |
Other funds holding WTRG
$552.8M
$502.6M
$502.6M
$500.6M
$283.6M
$163.6M