ESSENTIAL UTILS INC

Ticker: WTRG CUSIP: 29670G102 Class: Common Stock

Cape Investment Advisory, Inc.'s Holding History (CIK: 0001944437)

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

Q4 2025
Shares 174 Value ($000) $7 Avg Close $39.35 Range $36.94 - $42.37
Q2 2025
Shares 174 Value ($000) $6 Avg Close $38.95 Range $36.40 - $41.65
Q1 2025
Shares 174 Value ($000) $7 Avg Close $36.73 Range $33.18 - $41.17
Q4 2024
Shares 174 Value ($000) $6 Avg Close $38.81 Range $35.77 - $41.05
Q3 2024
Shares 174 Value ($000) $7 Avg Close $39.30 Range $36.71 - $41.78
Q2 2024
Shares 174 Value ($000) $6 Avg Close $37.10 Range $33.57 - $39.78
Q1 2024
Shares 174 Value ($000) $6 Avg Close $36.26 Range $33.94 - $38.90