Ae Wealth Management LLC Essential Utilities, Inc. Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Ae Wealth Management LLC holds 12,070 shares of WTRG stock, worth $503,198. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,070
Previous 10,254 17.71%
Holding current value
$503,198
Previous $405,000 10.62%
% of portfolio
0.0%
Previous 0.0%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$36.92 - $41.39 $67,046 - $75,164
1,816 Added 17.71%
12,070 $448,000
Q1 2025

May 06, 2025
SELL
$33.49 - $40.57 $212,962 - $257,984
-6,359 Reduced 38.28%
10,254 $405,000
Q4 2024

Feb 13, 2025
BUY
$36.18 - $40.55 $85,674 - $96,022
2,368 Added 16.62%
16,613 $603,000
Q3 2024

Nov 14, 2024
SELL
$36.74 - $41.49 $8,119 - $9,169
-221 Reduced 1.53%
14,245 $549,000
Q2 2024

Aug 12, 2024
BUY
$33.88 - $39.67 $490,108 - $573,866
14,466 New
14,466 $540,000
Q4 2023

Feb 14, 2024
BUY
$32.59 - $37.64 $95,325 - $110,097
2,925 Added 8.99%
35,453 $1.32 Million
Q3 2023

Oct 11, 2023
BUY
$34.04 - $43.1 $38,771 - $49,090
1,139 Added 3.63%
32,528 $1.12 Million
Q2 2023

Jul 10, 2023
BUY
$39.47 - $45.03 $34,930 - $39,851
885 Added 2.9%
31,389 $1.25 Million
Q1 2023

Apr 14, 2023
BUY
$40.65 - $49.0 $78,982 - $95,207
1,943 Added 6.8%
30,504 $1.33 Million
Q4 2022

Jan 31, 2023
SELL
$39.73 - $48.74 $57,568 - $70,624
-1,449 Reduced 4.83%
28,561 $1.36 Million
Q3 2022

Oct 25, 2022
BUY
$41.38 - $52.37 $59,794 - $75,674
1,445 Added 5.06%
30,010 $1.24 Million
Q2 2022

Aug 03, 2022
BUY
$41.42 - $52.59 $173,715 - $220,562
4,194 Added 17.21%
28,565 $1.31 Million
Q1 2022

Apr 18, 2022
BUY
$44.8 - $53.13 $50,579 - $59,983
1,129 Added 4.86%
24,371 $1.25 Million
Q4 2021

Jan 20, 2022
BUY
$46.24 - $53.69 $154,487 - $179,378
3,341 Added 16.79%
23,242 $1.25 Million
Q3 2021

Nov 01, 2021
BUY
$46.08 - $51.15 $33,039 - $36,674
717 Added 3.74%
19,901 $917,000
Q2 2021

Jul 21, 2021
BUY
$44.72 - $49.09 $31,751 - $34,853
710 Added 3.84%
19,184 $877,000
Q1 2021

Apr 27, 2021
BUY
$41.5 - $48.72 $55,278 - $64,895
1,332 Added 7.77%
18,474 $827,000
Q4 2020

Feb 01, 2021
BUY
$40.83 - $48.55 $137,842 - $163,904
3,376 Added 24.52%
17,142 $811,000
Q3 2020

Nov 06, 2020
BUY
$38.53 - $47.81 $97,981 - $121,580
2,543 Added 22.66%
13,766 $554,000
Q2 2020

Aug 05, 2020
BUY
$38.5 - $46.61 $125,702 - $152,181
3,265 Added 41.03%
11,223 $474,000
Q1 2020

May 07, 2020
BUY
$32.65 - $54.07 $259,828 - $430,289
7,958 New
7,958 $324,000

Others Institutions Holding WTRG

# of Institutions
765
Shares Held
225M
Call Options Held
388K
Put Options Held
139K
View Full List

About Essential Utilities, Inc.

WTRG Quotes by TradingView
  • Ticker WTRG
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Water
  • Shares Outstandng 262,291,008
  • Market Cap $10.9B
  • 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...
More about WTRG
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