Beacon Pointe Advisors, LLC
- SEC CIK
- 0001744317
- Latest filing
- Aug 18, 2026
WTRG holding history
Essential Utilities, Inc. in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WTRG overviewAll 13F holders of WTRGFull Q2 2026 holdings
- Shares (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 10
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −6,867−100.0% | Sold out | Holders |
| Q2 2024 | 6,867 | $256.4K | <0.1% | −1,798−20.8% | Reduced | Holders |
| Q1 2024 | 8,665 | $321.0K | <0.1% | +1,788+26.0% | Added | Holders |
| Q4 2023 | 6,877 | $256.9K | <0.1% | −248−3.5% | Reduced | Holders |
| Q3 2023 | 7,125 | $244.6K | <0.1% | −311−4.2% | Reduced | Holders |
| Q2 2023 | 7,436 | $296.7K | <0.1% | −449−5.7% | Reduced | Holders |
| Q1 2023 | 7,885 | $344.2K | <0.1% | −61−0.8% | Reduced | Holders |
| Q4 2022 | 7,946 | $379.3K | <0.1% | −236−2.9% | Reduced | Holders |
| Q3 2022 | 8,182 | $341.0K | <0.1% | +18+0.2% | Added | Holders |
| Q2 2022 | 8,164 | $375.0K | <0.1% | +314+4.0% | Added | Holders |
| Q1 2022 | 7,850 | $401.0K | <0.1% | +7,850 | New | Holders |