A detailed history of Kathmere Capital Management, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Kathmere Capital Management, LLC holds 20,247 shares of WTRG stock, worth $759,060. This represents 0.09% of its overall portfolio holdings.

Number of Shares
20,247
Previous 16,345 23.87%
Holding current value
$759,060
Previous $605,000 24.79%
% of portfolio
0.09%
Previous 0.07%

Shares

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

Jul 01, 2024

BUY
$33.88 - $39.67 $132,199 - $154,792
3,902 Added 23.87%
20,247 $755,000
Q1 2024

Apr 16, 2024

SELL
$34.18 - $38.66 $133,370 - $150,851
-3,902 Reduced 19.27%
16,345 $605,000
Q4 2023

Apr 16, 2024

BUY
$32.59 - $37.64 $659,849 - $762,097
20,247 New
20,247 $756,000
Q4 2020

Feb 16, 2021

SELL
$40.83 - $48.55 $212,683 - $252,896
-5,209 Closed
0 $0
Q3 2020

Nov 20, 2020

BUY
$38.53 - $47.81 $200,702 - $249,042
5,209 New
5,209 $210,000
Q3 2020

Nov 13, 2020

SELL
$38.53 - $47.81 $200,702 - $249,042
-5,209 Closed
0 $0
Q2 2020

Aug 05, 2020

SELL
$38.5 - $46.61 $8,046 - $9,741
-209 Reduced 3.86%
5,209 $220,000
Q1 2020

May 06, 2020

BUY
$32.65 - $54.07 $176,897 - $292,951
5,418 New
5,418 $221,000

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 $9.83B
  • 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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