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Schubert & Co

SEC CIK
0001894830
Latest filing
Jul 30, 2026

WTRG holding history

Essential Utilities, Inc. in every 13F filed by Schubert & Co, 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 (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2021
Holdings of WTRG by Schubert & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−43−100.0%Sold outHolders
Q1 202343$1.88K<0.1%−12−21.8%ReducedHolders
Q4 202255$2.63K<0.1%−3−5.2%ReducedHolders
Q3 202258$2.00K<0.1%+11+23.4%AddedHolders
Q2 202247$2.00K<0.1%+20+74.1%AddedHolders
Q1 202227$1.00K<0.1%+6+28.6%AddedHolders
Q4 202121$1.00K<0.1%–No prior filingHolders