A detailed history of Ep Wealth Advisors, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 9,583 shares of WTRG stock, worth $380,157. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,583
Previous 9,580 0.03%
Holding current value
$380,157
Previous $357,000 3.36%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$36.74 - $41.49 $110 - $124
3 Added 0.03%
9,583 $369,000
Q2 2024

Aug 19, 2024

BUY
$33.88 - $39.67 $34,049 - $39,868
1,005 Added 11.72%
9,580 $357,000
Q1 2024

May 14, 2024

BUY
$34.18 - $38.66 $82,954 - $93,827
2,427 Added 39.48%
8,575 $317,000
Q4 2023

Feb 28, 2024

SELL
$32.59 - $37.64 $19,130 - $22,094
-587 Reduced 8.72%
6,148 $229,000
Q3 2023

Nov 22, 2023

SELL
$34.04 - $43.1 $748,335 - $947,510
-21,984 Reduced 76.55%
6,735 $231,000
Q2 2023

Aug 14, 2023

BUY
$39.47 - $45.03 $1.13 Million - $1.29 Million
28,719 New
28,719 $1.15 Million

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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