A detailed history of Bernardo Wealth Planning LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 20,563 shares of WTRG stock, worth $796,199. This represents 0.21% of its overall portfolio holdings.

Number of Shares
20,563
Previous 20,560 0.01%
Holding current value
$796,199
Previous $761,000 0.79%
% of portfolio
0.21%
Previous 0.21%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024

BUY
$33.88 - $39.67 $101 - $119
3 Added 0.01%
20,563 $767,000
Q1 2024

May 07, 2024

SELL
$34.18 - $38.66 $9,878 - $11,172
-289 Reduced 1.39%
20,560 $761,000
Q4 2023

Jan 25, 2024

BUY
$32.59 - $37.64 $8,310 - $9,598
255 Added 1.24%
20,849 $778,000
Q3 2023

Oct 30, 2023

SELL
$34.04 - $43.1 $10,246 - $12,973
-301 Reduced 1.44%
20,594 $706,000
Q1 2022

May 06, 2022

BUY
$44.8 - $53.13 $89 - $106
2 Added 0.01%
20,895 $1.07 Million
Q4 2021

Jan 27, 2022

BUY
$46.24 - $53.69 $46 - $53
1 Added 0.0%
20,893 $1.12 Million
Q3 2021

Oct 15, 2021

SELL
$46.08 - $51.15 $10,321 - $11,457
-224 Reduced 1.06%
20,892 $962,000
Q2 2021

Jul 30, 2021

SELL
$44.72 - $49.09 $91,541 - $100,487
-2,047 Reduced 8.84%
21,116 $965,000
Q1 2021

Apr 23, 2021

SELL
$41.5 - $48.72 $108,979 - $127,938
-2,626 Reduced 10.18%
23,163 $1.04 Million
Q4 2020

Feb 01, 2021

BUY
$40.83 - $48.55 $122 - $145
3 Added 0.01%
25,789 $1.22 Million
Q3 2020

Oct 23, 2020

SELL
$38.53 - $47.81 $35,832 - $44,463
-930 Reduced 3.48%
25,786 $1.04 Million
Q2 2020

Aug 03, 2020

BUY
$38.5 - $46.61 $808 - $978
21 Added 0.08%
26,716 $1.13 Million
Q1 2020

May 01, 2020

BUY
$32.65 - $54.07 $871,591 - $1.44 Million
26,695 New
26,695 $1.09 Million

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 $10.2B
  • 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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