A detailed history of Clearstead Trust, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Clearstead Trust, LLC holds 1,500 shares of WTRG stock, worth $57,900. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,500
Previous 1,500 -0.0%
Holding current value
$57,900
Previous $55,000 3.64%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023

SELL
$34.04 - $43.1 $55,655 - $70,468
-1,635 Reduced 52.15%
1,500 $51,000
Q1 2023

May 10, 2023

BUY
$40.65 - $49.0 $447 - $539
11 Added 0.35%
3,135 $136,000
Q4 2022

Jan 31, 2023

SELL
$39.73 - $48.74 $28,049 - $34,410
-706 Reduced 18.43%
3,124 $150,000
Q3 2022

Nov 10, 2022

BUY
$41.38 - $52.37 $96,415 - $122,022
2,330 Added 155.33%
3,830 $158,000
Q2 2021

Aug 12, 2021

BUY
$44.72 - $49.09 $67,080 - $73,635
1,500 New
1,500 $69,000
Q1 2021

Apr 30, 2021

SELL
$41.5 - $48.72 $62,250 - $73,080
-1,500 Closed
0 $0
Q1 2020

May 12, 2020

BUY
$32.65 - $54.07 $48,975 - $81,105
1,500 New
1,500 $61,000

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 $10.1B
  • 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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