A detailed history of Axxcess Wealth Management, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 23,629 shares of WTRG stock, worth $838,356. This represents 0.02% of its overall portfolio holdings.

Number of Shares
23,629
Previous 23,624 0.02%
Holding current value
$838,356
Previous $881,000 3.41%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$36.74 - $41.49 $183 - $207
5 Added 0.02%
23,629 $911,000
Q2 2024

Aug 09, 2024

SELL
$33.88 - $39.67 $26,934 - $31,537
-795 Reduced 3.26%
23,624 $881,000
Q1 2024

May 14, 2024

BUY
$34.18 - $38.66 $170 - $193
5 Added 0.02%
24,419 $904,000
Q4 2023

Feb 06, 2024

BUY
$32.59 - $37.64 $795,652 - $918,942
24,414 New
24,414 $911,000
Q4 2022

Feb 14, 2023

BUY
$39.73 - $48.74 $178,467 - $218,940
4,492 New
4,492 $214,000
Q2 2022

Aug 11, 2022

SELL
$41.42 - $52.59 $358,117 - $454,693
-8,646 Closed
0 $0
Q1 2022

Aug 11, 2022

SELL
$44.8 - $53.13 $78,355 - $92,924
-1,749 Reduced 16.83%
8,646 $442,000
Q4 2021

Aug 11, 2022

BUY
$46.24 - $53.69 $480,664 - $558,107
10,395 New
10,395 $558,000

Others Institutions Holding WTRG

About Essential Utilities, Inc.


  • Ticker WTRG
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Water
  • Shares Outstandng 262,291,008
  • Market Cap $9.31B
  • 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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