A detailed history of Hbk Sorce Advisory LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 7,536 shares of WTRG stock, worth $286,292. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,536
Previous 7,982 5.59%
Holding current value
$286,292
Previous $297,000 2.36%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$36.74 - $41.49 $16,386 - $18,504
-446 Reduced 5.59%
7,536 $290,000
Q2 2024

Aug 08, 2024

SELL
$33.88 - $39.67 $2,778 - $3,252
-82 Reduced 1.02%
7,982 $297,000
Q1 2024

May 09, 2024

SELL
$34.18 - $38.66 $22,866 - $25,863
-669 Reduced 7.66%
8,064 $298,000
Q4 2023

Jan 25, 2024

BUY
$32.59 - $37.64 $14,600 - $16,862
448 Added 5.41%
8,733 $326,000
Q3 2023

Nov 06, 2023

BUY
$34.04 - $43.1 $18,415 - $23,317
541 Added 6.99%
8,285 $284,000
Q2 2023

Aug 04, 2023

SELL
$39.47 - $45.03 $318,049 - $362,851
-8,058 Reduced 50.99%
7,744 $309,000
Q1 2023

Aug 15, 2023

BUY
$40.65 - $49.0 $4,024 - $4,851
99 Added 1.28%
7,843 $342,000
Q1 2023

May 15, 2023

SELL
$40.65 - $49.0 $3,414 - $4,116
-84 Reduced 0.53%
15,802 $1.04 Million
Q4 2022

Feb 09, 2023

BUY
$39.73 - $48.74 $322,845 - $396,061
8,126 Added 104.72%
15,886 $758,000
Q3 2022

Nov 14, 2022

SELL
$41.38 - $52.37 $16,138 - $20,424
-390 Reduced 4.79%
7,760 $321,000
Q2 2022

Aug 15, 2022

BUY
$41.42 - $52.59 $3,023 - $3,839
73 Added 0.9%
8,150 $374,000
Q1 2022

May 13, 2022

SELL
$44.8 - $53.13 $1,971 - $2,337
-44 Reduced 0.54%
8,077 $413,000
Q4 2021

Feb 15, 2022

BUY
$46.24 - $53.69 $1,803 - $2,093
39 Added 0.48%
8,121 $436,000
Q3 2021

Nov 15, 2021

SELL
$46.08 - $51.15 $13,455 - $14,935
-292 Reduced 3.49%
8,082 $372,000
Q2 2021

Aug 12, 2021

SELL
$44.72 - $49.09 $3,980 - $4,369
-89 Reduced 1.05%
8,374 $383,000
Q1 2021

May 14, 2021

SELL
$41.5 - $48.72 $6,017 - $7,064
-145 Reduced 1.68%
8,463 $379,000
Q4 2020

Feb 12, 2021

SELL
$40.83 - $48.55 $31,765 - $37,771
-778 Reduced 8.29%
8,608 $407,000
Q3 2020

Nov 13, 2020

SELL
$38.53 - $47.81 $19,534 - $24,239
-507 Reduced 5.12%
9,386 $378,000
Q2 2020

Aug 14, 2020

BUY
$38.5 - $46.61 $18,210 - $22,046
473 Added 5.02%
9,893 $418,000
Q1 2020

May 15, 2020

BUY
$32.65 - $54.07 $307,563 - $509,339
9,420 New
9,420 $383,000

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 $9.96B
  • 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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