Duff & Phelps Investment Management CO Essential Utilities, Inc. Transaction History

Duff & Phelps Investment Management CO

$8.4 Billion
Q1 2025

A detailed history of Duff & Phelps Investment Management CO transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Duff & Phelps Investment Management CO holds 2,413,764 shares of WTRG stock, worth $92 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

2,413,764

Previous 2,410,529 0.13%

Holding current value

$92 Million

Previous $87.6 Million 8.98%

% of portfolio

1.14%

Previous 1.07%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$33.49 - $40.57 $108,340 - $131,243	3,235 Added 0.13%	2,413,764 $95.4 Million
Q4 2024 Feb 12, 2025	SELL	$36.18 - $40.55 $4.37 Million - $4.9 Million	-120,768 Reduced 4.77%	2,410,529 $87.6 Million
Q3 2024 Nov 15, 2024	BUY	$36.74 - $41.49 $3.71 Million - $4.19 Million	100,990 Added 4.16%	2,531,297 $97.6 Million
Q2 2024 Aug 14, 2024	SELL	$33.88 - $39.67 $12.8 Million - $15 Million	-378,416 Reduced 13.47%	2,430,307 $90.7 Million
Q1 2024 May 14, 2024	SELL	$34.18 - $38.66 $8.91 Million - $10.1 Million	-260,654 Reduced 8.49%	2,808,723 $104 Million
Q4 2023 Feb 05, 2024	BUY	$32.59 - $37.64 $10.2 Million - $11.8 Million	313,277 Added 11.37%	3,069,377 $115 Million
Q3 2023 Nov 13, 2023	BUY	$34.04 - $43.1 $8.14 Million - $10.3 Million	239,142 Added 9.5%	2,756,100 $94.6 Million
Q1 2023 May 10, 2023	BUY	$40.65 - $49.0 $1.83 Million - $2.21 Million	45,000 Added 1.82%	2,516,958 $110 Million
Q4 2022 Feb 08, 2023	BUY	$39.73 - $48.74 $6.49 Million - $7.96 Million	163,350 Added 7.08%	2,471,958 $118 Million
Q3 2022 Nov 14, 2022	BUY	$41.38 - $52.37 $39.6 Million - $50.1 Million	957,048 Added 70.81%	2,308,608 $95.5 Million
Q2 2022 Aug 10, 2022	BUY	$41.42 - $52.59 $4.23 Million - $5.37 Million	102,050 Added 8.17%	1,351,560 $62 Million
Q1 2022 May 11, 2022	SELL	$44.8 - $53.13 $16.7 Million - $19.8 Million	-371,817 Reduced 22.93%	1,249,510 $63.9 Million
Q4 2021 Feb 07, 2022	BUY	$46.24 - $53.69 $17.2 Million - $20 Million	371,817 Added 29.76%	1,621,327 $87 Million
Q3 2021 Nov 10, 2021	SELL	$46.08 - $51.15 $10.2 Million - $11.3 Million	-220,536 Reduced 15.0%	1,249,510 $57.6 Million
Q2 2021 Aug 09, 2021	SELL	$44.72 - $49.09 $266,084 - $292,085	-5,950 Reduced 0.4%	1,470,046 $67.2 Million
Q1 2021 May 10, 2021	BUY	$41.5 - $48.72 $10.1 Million - $11.8 Million	242,925 Added 19.7%	1,475,996 $66.1 Million
Q4 2020 Jan 29, 2021	BUY	$40.83 - $48.55 $294,792 - $350,531	7,220 Added 0.59%	1,233,071 $58.3 Million
Q3 2020 Nov 03, 2020	BUY	$38.53 - $47.81 $9.3 Million - $11.5 Million	241,435 Added 24.53%	1,225,851 $49.3 Million
Q2 2020 Aug 06, 2020	SELL	$38.5 - $46.61 $72,765 - $88,092	-1,890 Reduced 0.19%	984,416 $41.6 Million
Q1 2020 May 14, 2020	BUY	$32.65 - $54.07 $32.2 Million - $53.3 Million	986,306 New	986,306 $40.1 Million

Others Institutions Holding WTRG

# of Institutions

744

Shares Held

223M

Call Options Held

169K

Put Options Held

125K

View Full List

About Essential Utilities, Inc.

Ticker WTRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Water
Shares Outstandng 262,291,008
Market Cap $10B
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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Duff & Phelps Investment Management CO Essential Utilities, Inc. Transaction History