A detailed history of J.W. Cole Advisors, Inc. transactions in Essential Utilities, Inc. stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 20,237 shares of WTRG stock, worth $769,006. This represents 0.04% of its overall portfolio holdings.

Number of Shares
20,237
Previous 21,421 5.53%
Holding current value
$769,006
Previous $793,000 4.79%
% of portfolio
0.04%
Previous 0.04%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$33.88 - $39.67 $40,113 - $46,969
-1,184 Reduced 5.53%
20,237 $755,000
Q1 2024

Apr 30, 2024

BUY
$34.18 - $38.66 $39,614 - $44,806
1,159 Added 5.72%
21,421 $793,000
Q4 2023

Jan 31, 2024

BUY
$32.59 - $37.64 $323,977 - $374,179
9,941 Added 96.32%
20,262 $756,000
Q3 2023

Oct 24, 2023

SELL
$34.04 - $43.1 $401,740 - $508,666
-11,802 Reduced 53.35%
10,321 $354,000
Q2 2023

Jul 27, 2023

BUY
$39.47 - $45.03 $467,009 - $532,794
11,832 Added 114.97%
22,123 $882,000
Q1 2023

May 03, 2023

BUY
$40.65 - $49.0 $20,853 - $25,137
513 Added 5.25%
10,291 $449,000
Q4 2022

Feb 14, 2023

BUY
$39.73 - $48.74 $437 - $536
11 Added 0.11%
9,778 $466,000
Q3 2022

Oct 31, 2022

BUY
$41.38 - $52.37 $455 - $576
11 Added 0.11%
9,767 $404,000
Q2 2022

Jul 27, 2022

SELL
$41.42 - $52.59 $10,396 - $13,200
-251 Reduced 2.51%
9,756 $447,000
Q1 2022

Jun 10, 2022

SELL
$44.8 - $53.13 $23 Million - $27.3 Million
-513,193 Reduced 98.09%
10,007 $512,000
Q1 2022

May 16, 2022

BUY
$44.8 - $53.13 $23 Million - $27.3 Million
513,266 Added 5166.76%
523,200 $24,000
Q4 2021

Jan 25, 2022

BUY
$46.24 - $53.69 $508 - $590
11 Added 0.11%
9,934 $533,000
Q3 2021

Oct 26, 2021

BUY
$46.08 - $51.15 $112,573 - $124,959
2,443 Added 32.66%
9,923 $457,000
Q2 2021

Aug 06, 2021

BUY
$44.72 - $49.09 $334,505 - $367,193
7,480 New
7,480 $342,000
Q4 2020

Feb 12, 2021

SELL
$40.83 - $48.55 $235,874 - $280,473
-5,777 Closed
0 $0
Q3 2020

Nov 05, 2020

BUY
$38.53 - $47.81 $222,587 - $276,198
5,777 New
5,777 $233,000

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 $9.97B
  • 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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