A detailed history of Captrust Financial Advisors transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 17,981 shares of WTRG stock, worth $710,788. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,981
Previous 12,549 43.29%
Holding current value
$710,788
Previous $468,000 48.08%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$36.74 - $41.49 $199,571 - $225,373
5,432 Added 43.29%
17,981 $693,000
Q2 2024

Aug 14, 2024

BUY
$33.88 - $39.67 $43,197 - $50,579
1,275 Added 11.31%
12,549 $468,000
Q1 2024

May 15, 2024

SELL
$34.18 - $38.66 $19,516 - $22,074
-571 Reduced 4.82%
11,274 $417,000
Q4 2023

Feb 14, 2024

BUY
$32.59 - $37.64 $145,938 - $168,551
4,478 Added 60.78%
11,845 $442,000
Q3 2023

Nov 14, 2023

BUY
$34.04 - $43.1 $2,382 - $3,017
70 Added 0.96%
7,367 $252,000
Q2 2023

Aug 14, 2023

BUY
$39.47 - $45.03 $44,758 - $51,064
1,134 Added 18.4%
7,297 $291,000
Q1 2023

May 15, 2023

SELL
$40.65 - $49.0 $102,885 - $124,019
-2,531 Reduced 29.11%
6,163 $269,000
Q4 2022

Feb 15, 2023

BUY
$39.73 - $48.74 $10,886 - $13,354
274 Added 3.25%
8,694 $414,000
Q3 2022

Nov 16, 2022

BUY
$41.38 - $52.37 $13,862 - $17,543
335 Added 4.14%
8,420 $348,000
Q2 2022

Aug 23, 2022

SELL
$41.42 - $52.59 $19,923 - $25,295
-481 Reduced 5.62%
8,085 $371,000
Q2 2022

Aug 16, 2022

BUY
$41.42 - $52.59 $114,319 - $145,148
2,760 Added 47.54%
8,566 $393,000
Q1 2022

May 16, 2022

SELL
$44.8 - $53.13 $47,891 - $56,795
-1,069 Reduced 15.55%
5,806 $297,000
Q4 2021

Feb 14, 2022

BUY
$46.24 - $53.69 $11,883 - $13,798
257 Added 3.88%
6,875 $369,000
Q3 2021

Nov 16, 2021

SELL
$46.08 - $51.15 $35,020 - $38,874
-760 Reduced 10.3%
6,618 $305,000
Q2 2021

Aug 16, 2021

SELL
$44.72 - $49.09 $112,649 - $123,657
-2,519 Reduced 25.45%
7,378 $337,000
Q1 2021

May 17, 2021

BUY
$41.5 - $48.72 $36,229 - $42,532
873 Added 9.67%
9,897 $443,000
Q4 2020

Feb 16, 2021

BUY
$40.83 - $48.55 $69,941 - $83,166
1,713 Added 23.43%
9,024 $427,000
Q3 2020

Nov 17, 2020

SELL
$38.53 - $47.81 $5,625 - $6,980
-146 Reduced 1.96%
7,311 $299,000
Q2 2020

Aug 14, 2020

BUY
$38.5 - $46.61 $17,094 - $20,694
444 Added 6.33%
7,457 $323,000
Q1 2020

May 15, 2020

BUY
$32.65 - $54.07 $228,974 - $379,192
7,013 New
7,013 $271,000

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 $10.4B
  • 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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