A detailed history of Hamilton Point Investment Advisors, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Hamilton Point Investment Advisors, LLC holds 129,518 shares of WTRG stock, worth $4.71 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
129,518
Previous 130,007 0.38%
Holding current value
$4.71 Million
Previous $4.85 Million 2.91%
% of portfolio
0.9%
Previous 0.94%

Shares

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

Nov 12, 2024

SELL
$36.74 - $41.49 $17,965 - $20,288
-489 Reduced 0.38%
129,518 $4.99 Million
Q2 2024

Aug 06, 2024

BUY
$33.88 - $39.67 $109,771 - $128,530
3,240 Added 2.56%
130,007 $4.85 Million
Q1 2024

May 07, 2024

BUY
$34.18 - $38.66 $1.95 Million - $2.2 Million
56,979 Added 81.65%
126,767 $4.7 Million
Q4 2023

Jan 30, 2024

BUY
$32.59 - $37.64 $11,145 - $12,872
342 Added 0.49%
69,788 $2.61 Million
Q3 2023

Nov 09, 2023

SELL
$34.04 - $43.1 $32,406 - $41,031
-952 Reduced 1.35%
69,446 $2.38 Million
Q2 2023

Aug 03, 2023

SELL
$39.47 - $45.03 $122,554 - $139,818
-3,105 Reduced 4.22%
70,398 $2.81 Million
Q1 2023

May 10, 2023

BUY
$40.65 - $49.0 $37,398 - $45,080
920 Added 1.27%
73,503 $3.21 Million
Q4 2022

Jan 30, 2023

SELL
$39.73 - $48.74 $10,568 - $12,964
-266 Reduced 0.37%
72,583 $3.46 Million
Q3 2022

Nov 08, 2022

BUY
$41.38 - $52.37 $1,200 - $1,518
29 Added 0.04%
72,849 $3.01 Million
Q2 2022

Jul 26, 2022

BUY
$41.42 - $52.59 $35,124 - $44,596
848 Added 1.18%
72,820 $3.34 Million
Q1 2022

May 12, 2022

BUY
$44.8 - $53.13 $25,177 - $29,859
562 Added 0.79%
71,972 $3.68 Million
Q4 2021

Feb 07, 2022

BUY
$46.24 - $53.69 $51,465 - $59,756
1,113 Added 1.58%
71,410 $3.83 Million
Q3 2021

Oct 26, 2021

SELL
$46.08 - $51.15 $9,077 - $10,076
-197 Reduced 0.28%
70,297 $3.24 Million
Q2 2021

Aug 02, 2021

SELL
$44.72 - $49.09 $20,615 - $22,630
-461 Reduced 0.65%
70,494 $3.22 Million
Q1 2021

May 11, 2021

BUY
$41.5 - $48.72 $5,063 - $5,943
122 Added 0.17%
70,955 $3.18 Million
Q4 2020

Feb 04, 2021

BUY
$40.83 - $48.55 $2,204 - $2,621
54 Added 0.08%
70,833 $3.35 Million
Q3 2020

Nov 03, 2020

BUY
$38.53 - $47.81 $7,128 - $8,844
185 Added 0.26%
70,779 $2.85 Million
Q2 2020

Aug 03, 2020

BUY
$38.5 - $46.61 $52,167 - $63,156
1,355 Added 1.96%
70,594 $2.98 Million
Q1 2020

May 11, 2020

BUY
$32.65 - $54.07 $2.26 Million - $3.74 Million
69,239 New
69,239 $2.82 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 $9.54B
  • 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 Hamilton Point Investment Advisors, LLC Portfolio

Follow Hamilton Point Investment Advisors, 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 Hamilton Point Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hamilton Point Investment Advisors, LLC with notifications on news.