A detailed history of Capital Advisors, Ltd. LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 814 shares of WTRG stock, worth $27,350. This represents 0.0% of its overall portfolio holdings.

Number of Shares
814
Previous 838 2.86%
Holding current value
$27,350
Previous $31,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 24, 2024

SELL
$36.74 - $41.49 $881 - $995
-24 Reduced 2.86%
814 $31,000
Q2 2024

Jul 25, 2024

SELL
$33.88 - $39.67 $4,099 - $4,800
-121 Reduced 12.62%
838 $31,000
Q1 2024

Apr 18, 2024

BUY
$34.18 - $38.66 $3,725 - $4,213
109 Added 12.82%
959 $36,000
Q4 2023

Feb 02, 2024

BUY
$32.59 - $37.64 $3,845 - $4,441
118 Added 16.12%
850 $32,000
Q2 2023

Jul 26, 2023

BUY
$39.47 - $45.03 $17,800 - $20,308
451 Added 160.5%
732 $29,000
Q1 2023

May 03, 2023

SELL
$40.65 - $49.0 $19,837 - $23,912
-488 Reduced 63.46%
281 $12,000
Q4 2022

Feb 07, 2023

BUY
$39.73 - $48.74 $18,355 - $22,517
462 Added 150.49%
769 $15,000
Q3 2022

Nov 09, 2022

BUY
$41.38 - $52.37 $1,365 - $1,728
33 Added 12.04%
307 $13,000
Q1 2022

May 09, 2022

SELL
$44.8 - $53.13 $179 - $212
-4 Reduced 1.44%
274 $14,000
Q4 2021

Feb 08, 2022

BUY
$46.24 - $53.69 $12,854 - $14,925
278 New
278 $15,000

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 $8.81B
  • 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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