A detailed history of Fieldpoint Private Securities, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Fieldpoint Private Securities, LLC holds 150 shares of WTRG stock, worth $5,790. This represents 0.0% of its overall portfolio holdings.

Number of Shares
150
Previous 525 71.43%
Holding current value
$5,790
Previous $27,000 74.07%
% of portfolio
0.0%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 05, 2022

SELL
$41.42 - $52.59 $15,532 - $19,721
-375 Reduced 71.43%
150 $7,000
Q1 2022

Apr 07, 2022

SELL
$44.8 - $53.13 $1,344 - $1,593
-30 Reduced 5.41%
525 $27,000
Q4 2021

Jan 24, 2022

BUY
$46.24 - $53.69 $3,236 - $3,758
70 Added 14.43%
555 $30,000
Q3 2021

Nov 12, 2021

SELL
$46.08 - $51.15 $1,612 - $1,790
-35 Reduced 6.73%
485 $22,000
Q2 2021

Aug 12, 2021

SELL
$44.72 - $49.09 $2,683 - $2,945
-60 Reduced 10.34%
520 $26,000
Q1 2021

Apr 23, 2021

BUY
$41.5 - $48.72 $1,037 - $1,218
25 Added 4.5%
580 $26,000
Q4 2020

Jan 28, 2021

BUY
$40.83 - $48.55 $22,660 - $26,945
555 New
555 $26,000
Q1 2020

May 11, 2020

SELL
$32.65 - $54.07 $18,251 - $30,225
-559 Closed
0 $0
Q4 2019

Feb 10, 2020

BUY
$43.2 - $47.08 $24,148 - $26,317
559 New
559 $27,000

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
Track This Portfolio

Track Fieldpoint Private Securities, LLC Portfolio

Follow Fieldpoint Private Securities, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fieldpoint Private Securities, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fieldpoint Private Securities, LLC with notifications on news.