A detailed history of Kestra Advisory Services, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 40,009 shares of WTRG stock, worth $1.6 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
40,009
Previous 41,616 3.86%
Holding current value
$1.6 Million
Previous $1.55 Million 0.71%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024

SELL
$36.74 - $41.49 $59,041 - $66,674
-1,607 Reduced 3.86%
40,009 $1.54 Million
Q2 2024

Aug 14, 2024

SELL
$33.88 - $39.67 $40,384 - $47,286
-1,192 Reduced 2.78%
41,616 $1.55 Million
Q1 2024

May 15, 2024

BUY
$34.18 - $38.66 $269,270 - $304,563
7,878 Added 22.55%
42,808 $1.59 Million
Q4 2023

Feb 14, 2024

SELL
$32.59 - $37.64 $575,669 - $664,872
-17,664 Reduced 33.59%
34,930 $1.3 Million
Q3 2023

Nov 09, 2023

BUY
$34.04 - $43.1 $488,678 - $618,743
14,356 Added 37.54%
52,594 $1.81 Million
Q2 2023

Aug 11, 2023

BUY
$39.47 - $45.03 $130,882 - $149,319
3,316 Added 9.5%
38,238 $1.53 Million
Q1 2023

May 12, 2023

BUY
$40.65 - $49.0 $83,901 - $101,136
2,064 Added 6.28%
34,922 $1.52 Million
Q4 2022

Jan 31, 2023

SELL
$39.73 - $48.74 $588,599 - $722,083
-14,815 Reduced 31.08%
32,858 $1.57 Million
Q3 2022

Nov 01, 2022

BUY
$41.38 - $52.37 $1.17 Million - $1.48 Million
28,209 Added 144.93%
47,673 $1.97 Billion
Q2 2022

Aug 12, 2022

BUY
$41.42 - $52.59 $178,147 - $226,189
4,301 Added 28.37%
19,464 $892,000
Q1 2022

Apr 26, 2022

BUY
$44.8 - $53.13 $31,583 - $37,456
705 Added 4.88%
15,163 $775,000
Q4 2021

Jan 20, 2022

SELL
$46.24 - $53.69 $29,963 - $34,791
-648 Reduced 4.29%
14,458 $776,000
Q3 2021

Oct 19, 2021

BUY
$46.08 - $51.15 $248,232 - $275,545
5,387 Added 55.43%
15,106 $696,000
Q2 2021

Jul 28, 2021

BUY
$44.72 - $49.09 $11,895 - $13,057
266 Added 2.81%
9,719 $444,000
Q1 2021

May 10, 2021

SELL
$41.5 - $48.72 $223,394 - $262,259
-5,383 Reduced 36.28%
9,453 $423,000
Q4 2020

Jan 20, 2021

BUY
$40.83 - $48.55 $600,854 - $714,461
14,716 Added 12263.33%
14,836 $691 Million
Q3 2020

Nov 12, 2020

BUY
$38.53 - $47.81 $4,623 - $5,737
120 New
120 $320 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 $10.5B
  • 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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