A detailed history of Forvis Wealth Advisors, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 11,832 shares of WTRG stock, worth $473,753. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,832
Previous 10,438 13.36%
Holding current value
$473,753
Previous $389,000 17.22%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$36.74 - $41.49 $51,215 - $57,837
1,394 Added 13.36%
11,832 $456,000
Q2 2024

Aug 09, 2024

SELL
$33.88 - $39.67 $10,130 - $11,861
-299 Reduced 2.78%
10,438 $389,000
Q1 2024

Apr 19, 2024

BUY
$34.18 - $38.66 $2,871 - $3,247
84 Added 0.79%
10,737 $397,000
Q4 2023

Jan 11, 2024

BUY
$32.59 - $37.64 $2,933 - $3,387
90 Added 0.85%
10,653 $397,000
Q3 2023

Oct 25, 2023

BUY
$34.04 - $43.1 $4,289 - $5,430
126 Added 1.21%
10,563 $362,000
Q2 2023

Aug 08, 2023

SELL
$39.47 - $45.03 $14,367 - $16,390
-364 Reduced 3.37%
10,437 $416,000
Q3 2022

Oct 13, 2022

SELL
$41.38 - $52.37 $41 - $52
-1 Reduced 0.01%
10,801 $447,000
Q2 2022

Jul 22, 2022

BUY
$41.42 - $52.59 $447,418 - $568,077
10,802 New
10,802 $495,000

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 $10.5B
  • 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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