A detailed history of Lee Financial CO transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Lee Financial CO holds 27,591 shares of WTRG stock, worth $1.09 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
27,591
Previous 19,976 38.12%
Holding current value
$1.09 Million
Previous $745,000 42.68%
% of portfolio
0.15%
Previous 0.12%

Shares

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

Nov 14, 2024

BUY
$36.74 - $41.49 $279,775 - $315,946
7,615 Added 38.12%
27,591 $1.06 Million
Q2 2024

Aug 14, 2024

BUY
$33.88 - $39.67 $33,371 - $39,074
985 Added 5.19%
19,976 $745,000
Q1 2024

May 15, 2024

BUY
$34.18 - $38.66 $649,112 - $734,192
18,991 New
18,991 $703,000

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 $10.4B
  • 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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