ESSENTIAL UTILS INC

Ticker: WTRG CUSIP: 29670G102 Class: Common Stock

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 10,062 Value ($000) $386 Avg Close $39.35 Range $36.94 - $42.37
Q3 2025
Shares 10,062 Value ($000) $401 Avg Close $38.12 Range $36.32 - $40.06
Q2 2025
Shares 10,062 Value ($000) $374 Avg Close $38.95 Range $36.40 - $41.65
Q1 2025
Shares 10,612 Value ($000) $419 Avg Close $36.73 Range $33.18 - $41.17
Q4 2024
Shares 10,701 Value ($000) $389 Avg Close $38.81 Range $35.77 - $41.05
Q3 2024
Shares 10,876 Value ($000) $419 Avg Close $39.30 Range $36.71 - $41.78
Q2 2024
Shares 10,881 Value ($000) $406 Avg Close $37.10 Range $33.57 - $39.78
Q1 2024
Shares 10,881 Value ($000) $403 Avg Close $36.26 Range $33.94 - $38.90
Q4 2023
Shares 10,830 Value ($000) $404 Avg Close $34.90 Range $32.07 - $38.05
Q3 2023
Shares 11,175 Value ($000) $384 Avg Close $38.74 Range $33.90 - $43.26
Q2 2023
Shares 11,290 Value ($000) $451 Avg Close $41.96 Range $39.17 - $45.29
Q1 2023
Shares 11,290 Value ($000) $493 Avg Close $45.11 Range $40.31 - $49.28
Q4 2022
Shares 11,940 Value ($000) $570 Avg Close $45.27 Range $38.50 - $49.89
Q3 2022
Shares 12,340 Value ($000) $511 Avg Close $48.45 Range $41.32 - $52.43
Q2 2022
Shares 12,340 Value ($000) $566 Avg Close $46.45 Range $40.97 - $52.62
Q1 2022
Shares 12,340 Value ($000) $631 Avg Close $48.26 Range $44.71 - $53.66
Q4 2021
Shares 12,340 Value ($000) $663 Avg Close $48.56 Range $45.76 - $53.93
Q3 2021
Shares 12,540 Value ($000) $578 Avg Close $48.44 Range $45.67 - $51.42
Q2 2021
Shares 12,540 Value ($000) $573 Avg Close $46.92 Range $44.51 - $49.36
Q1 2021
Shares 12,540 Value ($000) $561 Avg Close $45.15 Range $41.11 - $48.89
Q4 2020
Shares 12,540 Value ($000) $593 Avg Close $44.42 Range $40.21 - $48.81
Q3 2020
Shares 12,540 Value ($000) $505 Avg Close $42.96 Range $38.28 - $48.14
Q2 2020
Shares 12,240 Value ($000) $517 Avg Close $42.24 Range $37.37 - $46.77
Q1 2020
Shares 12,140 Value ($000) $494 Avg Close $47.18 Range $30.40 - $54.52