Lowe Wealth Advisors, LLC

SEC CIK: 0001574010
Latest filing: Oct 16, 2025

SEC filings (opens in a new tab)

WTRG holding history

Essential Utilities, Inc. in every 13F filed by Lowe Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WTRG overview All 13F holders of WTRG Full Q3 2025 holdings

Shares (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q4 2024

Holdings of WTRG by Lowe Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−77−100.0%	Sold out	Holders
Q4 2024	77	$2.80K	<0.1%	+77	New	Holders