A detailed history of Marcum Wealth, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Marcum Wealth, LLC holds 9,133 shares of WTRG stock, worth $349,245. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,133
Previous 9,216 0.9%
Holding current value
$349,245
Previous $344,000 2.33%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 08, 2024

SELL
$36.74 - $41.49 $3,049 - $3,443
-83 Reduced 0.9%
9,133 $352,000
Q2 2024

Jul 02, 2024

BUY
$33.88 - $39.67 $982 - $1,150
29 Added 0.32%
9,216 $344,000
Q1 2024

Apr 10, 2024

BUY
$34.18 - $38.66 $3,349 - $3,788
98 Added 1.08%
9,187 $340,000
Q4 2023

Jan 10, 2024

SELL
$32.59 - $37.64 $228 - $263
-7 Reduced 0.08%
9,089 $339,000
Q3 2023

Oct 10, 2023

BUY
$34.04 - $43.1 $578 - $732
17 Added 0.19%
9,096 $312,000
Q2 2023

Jul 13, 2023

BUY
$39.47 - $45.03 $118 - $135
3 Added 0.03%
9,079 $362,000
Q1 2023

Apr 19, 2023

SELL
$40.65 - $49.0 $934 - $1,127
-23 Reduced 0.25%
9,076 $396,000
Q4 2022

Jan 12, 2023

BUY
$39.73 - $48.74 $953 - $1,169
24 Added 0.26%
9,099 $0
Q3 2022

Oct 11, 2022

BUY
$41.38 - $52.37 $124 - $157
3 Added 0.03%
9,075 $376,000
Q4 2021

Feb 01, 2022

SELL
$46.24 - $53.69 $601 - $697
-13 Reduced 0.14%
9,072 $487,000
Q3 2021

Nov 08, 2021

BUY
$46.08 - $51.15 $66,723 - $74,065
1,448 Added 18.96%
9,085 $419,000
Q2 2021

Aug 10, 2021

BUY
$44.72 - $49.09 $447 - $490
10 Added 0.13%
7,637 $349,000
Q1 2021

May 11, 2021

BUY
$41.5 - $48.72 $316,520 - $371,587
7,627 New
7,627 $341,000

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 $10B
  • 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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