A detailed history of Levy Wealth Management Group, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 14,299 shares of WTRG stock, worth $558,804. This represents 0.14% of its overall portfolio holdings.

Number of Shares
14,299
Previous 14,192 0.75%
Holding current value
$558,804
Previous $525,000 1.52%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Jul 25, 2024

BUY
$33.88 - $39.67 $3,625 - $4,244
107 Added 0.75%
14,299 $533,000
Q4 2023

Jan 23, 2024

SELL
$32.59 - $37.64 $13,003 - $15,018
-399 Reduced 2.73%
14,192 $530,000
Q3 2023

Oct 24, 2023

BUY
$34.04 - $43.1 $1,599 - $2,025
47 Added 0.32%
14,591 $500,000
Q2 2023

Jul 21, 2023

BUY
$39.47 - $45.03 $1,578 - $1,801
40 Added 0.28%
14,544 $580,000
Q1 2023

May 04, 2023

BUY
$40.65 - $49.0 $221,989 - $267,589
5,461 Added 60.39%
14,504 $633,000
Q4 2022

Feb 08, 2023

BUY
$39.73 - $48.74 $79 - $97
2 Added 0.02%
9,043 $431,000
Q3 2022

Oct 28, 2022

BUY
$41.38 - $52.37 $41 - $52
1 Added 0.01%
9,041 $374,000
Q2 2022

Jul 27, 2022

BUY
$41.42 - $52.59 $41 - $52
1 Added 0.01%
9,040 $414,000
Q1 2022

May 05, 2022

BUY
$44.8 - $53.13 $44 - $53
1 Added 0.01%
9,039 $462,000
Q4 2021

Feb 10, 2022

SELL
$46.24 - $53.69 $9,664 - $11,221
-209 Reduced 2.26%
9,038 $485,000
Q3 2021

Oct 26, 2021

BUY
$46.08 - $51.15 $46 - $51
1 Added 0.01%
9,247 $426,000
Q2 2021

Aug 10, 2021

BUY
$44.72 - $49.09 $89 - $98
2 Added 0.02%
9,246 $423,000
Q1 2021

May 10, 2021

BUY
$41.5 - $48.72 $41 - $48
1 Added 0.01%
9,244 $414,000
Q4 2020

Feb 10, 2021

BUY
$40.83 - $48.55 $377,391 - $448,747
9,243 New
9,243 $437,000

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 $10.3B
  • 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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