Heartwood Wealth Advisors LLC Essential Utilities, Inc. Transaction History
Heartwood Wealth Advisors LLC
- $1.02 Billion
- Q3 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 19 shares of WTRG stock, worth $785. This represents 0.0% of its overall portfolio holdings.
Number of Shares
19Holding current value
$785% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding WTRG
# of Institutions
761Shares Held
224MCall Options Held
388KPut Options Held
139K-
Black Rock Inc. New York, NY30.8MShares$1.27 Billion0.03% of portfolio
-
Vanguard Group Inc Valley Forge, PA30.4MShares$1.26 Billion0.02% of portfolio
-
State Street Corp Boston, MA13MShares$535 Million0.02% of portfolio
-
Canada Pension Plan Investment Board Toronto Ontario, A611.7MShares$482 Million0.4% of portfolio
-
Nordea Investment Management Ab Stockholm, V77.15MShares$296 Million0.26% of portfolio
About Essential Utilities, Inc.
- Ticker WTRG
- Exchange NYSE
- Sector Utilities
- Industry Utilities—Regulated Water
- Shares Outstandng 262,291,008
- Market Cap $10.8B
- 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...