Advisor Group Holdings, Inc. Essential Utilities, Inc. Transaction History

Advisor Group Holdings, Inc.

$42.1 Billion
Q1 2025

A detailed history of Advisor Group Holdings, Inc. transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 36,988 shares of WTRG stock, worth $1.4 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

36,988

Previous 36,025 2.67%

Holding current value

$1.4 Million

Previous $1.31 Million 11.77%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$33.49 - $40.57 $32,250 - $39,068	963 Added 2.67%	36,988 $1.46 Million
Q4 2024 Jun 06, 2025	SELL	$36.18 - $40.55 $15,593 - $17,477	-431 Reduced 1.17%	36,557 $1.33 Million
Q4 2024 Feb 07, 2025	SELL	$36.18 - $40.55 $141,970 - $159,118	-3,924 Reduced 9.82%	36,025 $1.31 Million
Q3 2024 Nov 13, 2024	SELL	$36.74 - $41.49 $148,429 - $167,619	-4,040 Reduced 9.18%	39,949 $1.54 Million
Q2 2024 Aug 13, 2024	SELL	$33.88 - $39.67 $621,189 - $727,349	-18,335 Reduced 29.42%	43,989 $1.64 Million
Q1 2024 May 10, 2024	SELL	$34.18 - $38.66 $637,764 - $721,356	-18,659 Reduced 23.04%	62,324 $2.31 Million
Q4 2023 Feb 12, 2024	SELL	$32.59 - $37.64 $1.08 Million - $1.25 Million	-33,120 Reduced 29.03%	80,983 $3.02 Million
Q3 2023 Nov 13, 2023	BUY	$34.04 - $43.1 $828,839 - $1.05 Million	24,349 Added 27.13%	114,103 $3.92 Million
Q2 2023 Aug 21, 2023	SELL	$39.47 - $45.03 $277,987 - $317,146	-7,043 Reduced 7.28%	89,754 $3.58 Million
Q2 2023 Aug 10, 2023	BUY	$39.47 - $45.03 $144,578 - $164,944	3,663 Added 3.93%	96,797 $3.86 Million
Q1 2023 May 12, 2023	SELL	$40.65 - $49.0 $32,926 - $39,690	-810 Reduced 0.86%	93,134 $4.07 Million
Q4 2022 Feb 10, 2023	SELL	$39.73 - $48.74 $44,894 - $55,076	-1,130 Reduced 1.19%	93,944 $4.48 Million
Q3 2022 Nov 14, 2022	SELL	$41.38 - $52.37 $75,932 - $96,098	-1,835 Reduced 1.89%	95,074 $3.94 Million
Q2 2022 Aug 10, 2022	BUY	$41.42 - $52.59 $186,555 - $236,865	4,504 Added 4.87%	96,909 $4.46 Million
Q1 2022 May 04, 2022	BUY	$44.8 - $53.13 $248,415 - $294,605	5,545 Added 6.38%	92,405 $4.23 Million
Q3 2021 Nov 05, 2021	BUY	$46.08 - $51.15 $285,696 - $317,130	6,200 Added 7.69%	86,860 $4.01 Million
Q2 2021 Aug 02, 2021	BUY	$44.72 - $49.09 $242,427 - $266,116	5,421 Added 7.21%	80,660 $3.69 Million
Q1 2021 May 13, 2021	BUY	$41.5 - $48.72 $44,654 - $52,422	1,076 Added 1.45%	75,239 $3.37 Million
Q4 2020 Feb 10, 2021	SELL	$40.83 - $48.55 $1.06 Million - $1.26 Million	-25,937 Reduced 25.91%	74,163 $3.51 Million
Q3 2020 Nov 12, 2020	SELL	$38.53 - $47.81 $6,434 - $7,984	-167 Reduced 0.17%	100,100 $4.09 Million
Q2 2020 Aug 14, 2020	SELL	$38.5 - $46.61 $3.22 Million - $3.9 Million	-83,620 Reduced 45.47%	100,267 $4.24 Million
Q1 2020 May 18, 2020	BUY	$32.65 - $54.07 $6 Million - $9.94 Million	183,887 New	183,887 $4.8 Million

Others Institutions Holding WTRG

# of Institutions

744

Shares Held

223M

Call Options Held

169K

Put Options Held

138K

View Full List

About Essential Utilities, Inc.

Ticker WTRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Water
Shares Outstandng 262,291,008
Market Cap $9.94B
Description
Essential Utilities, Inc., through its subsidiaries, operates regulated utilities that provide water, wastewater, or natural gas services in the United States. It offers water services through operating and maintenance contract with municipal authorities and other parties. The company also provides non-utility raw water supply services for firms...

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Advisor Group Holdings, Inc. Essential Utilities, Inc. Transaction History