Tandem Investment Advisors, Inc. / WTRG
Tandem Investment Advisors, Inc.’s Essential Utils Inc Position
Does Tandem Investment Advisors, Inc. own Essential Utils Inc (WTRG)? Not currently — the last reported position was 948.9K shares worth $37,860 in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$37,860
Q3 2025
Shares
948.9K
% of Portfolio
+1.29%
Quarters Held
21
position exited
Position History WTRG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 948.9K | $37,860 | +1.29% |
| Q2 2025 | 2.07M | $76,886 | +2.69% |
| Q1 2025 | 2.05M | $80,841 | +2.82% |
| Q4 2024 | 2.03M | $73,610 | +2.79% |
| Q3 2024 | 2.03M | $78,471 | +2.97% |
| Q2 2024 | 2.02M | $75,554 | +3.01% |
| Q1 2024 | 2.01M | $74,485 | +2.88% |
| Q4 2023 | 1.87M | $69,708 | +2.79% |
| Q3 2023 | 1.97M | $68M | +2.85% |
| Q2 2023 | 1.90M | $75,798 | +3.33% |
| Q4 2022 | 1.55M | $74,073 | +3.82% |
| Q3 2022 | 1.50M | $62M | +3.54% |
| Q1 2022 | 1.13M | $58M | +3.54% |
| Q4 2021 | 1.05M | $56M | +3.66% |
| Q3 2021 | 1.02M | $47M | +3.84% |
| Q2 2021 | 954.8K | $44M | +3.73% |
| Q1 2021 | 886.4K | $40M | +3.81% |
| Q4 2020 | 786.0K | $37M | +3.99% |
| Q3 2020 | 698.0K | $28M | +3.44% |
| Q2 2020 | 605.7K | $26M | +3.45% |
| Q1 2020 | 343.1K | $14M | +2.07% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tandem Investment Advisors, Inc.’s full portfolio or all institutional holders of WTRG.