Charter Oak Capital Management, LLC Essential Utilities, Inc. Transaction History

Charter Oak Capital Management, LLC

  • $1.07 Billion
  • Q3 2024

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 26, 2024
BUY
$32.59 - $37.64 $1,727 - $1,994
53 Added 0.78%
6,823 $254,000
Q3 2023

Oct 04, 2023
BUY
$34.04 - $43.1 $1,770 - $2,241
52 Added 0.77%
6,770 $232,000
Q2 2023

Jul 20, 2023
BUY
$39.47 - $45.03 $1,697 - $1,936
43 Added 0.64%
6,718 $268,000
Q1 2023

Apr 19, 2023
BUY
$40.65 - $49.0 $1,585 - $1,911
39 Added 0.59%
6,675 $291,000
Q4 2022

Jan 20, 2023
BUY
$39.73 - $48.74 $1,072 - $1,315
27 Added 0.41%
6,636 $0
Q3 2022

Dec 06, 2022
SELL
$41.38 - $52.37 $9,103 - $11,521
-220 Reduced 3.22%
6,609 $274,000
Q2 2022

Jul 21, 2022
BUY
$41.42 - $52.59 $11,970 - $15,198
289 Added 4.42%
6,829 $314,000
Q1 2022

May 05, 2022
BUY
$44.8 - $53.13 $1,523 - $1,806
34 Added 0.52%
6,540 $334,000
Q4 2021

Feb 09, 2022
BUY
$46.24 - $53.69 $1,525 - $1,771
33 Added 0.51%
6,506 $349,000
Q3 2021

Nov 08, 2021
BUY
$46.08 - $51.15 $1,474 - $1,636
32 Added 0.5%
6,473 $298,000
Q2 2021

Jul 29, 2021
BUY
$44.72 - $49.09 $1,386 - $1,521
31 Added 0.48%
6,441 $294,000
Q1 2021

May 17, 2021
BUY
$41.5 - $48.72 $747 - $876
18 Added 0.28%
6,410 $287,000
Q4 2020

Feb 12, 2021
BUY
$40.83 - $48.55 $260,985 - $310,331
6,392 New
6,392 $302,000

Others Institutions Holding WTRG

# of Institutions
670
Shares Held
209M
Call Options Held
80.5K
Put Options Held
90K
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 $9.54B
  • 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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