A detailed history of Mascoma Wealth Management LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 1,766 shares of WTRG stock, worth $69,015. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,766
Previous 1,766 -0.0%
Holding current value
$69,015
Previous $65,000 4.62%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 02, 2024

BUY
$33.88 - $39.67 $59,832 - $70,057
1,766 New
1,766 $65,000
Q1 2023

May 01, 2023

BUY
$40.65 - $49.0 $40 - $49
1 Added 0.25%
407 $17,000
Q4 2022

Jan 24, 2023

BUY
$39.73 - $48.74 $39 - $48
1 Added 0.25%
406 $0
Q3 2022

Oct 18, 2022

BUY
$41.38 - $52.37 $41 - $52
1 Added 0.25%
405 $17,000
Q2 2022

Jul 14, 2022

BUY
$41.42 - $52.59 $41 - $52
1 Added 0.25%
404 $19,000
Q1 2022

Apr 25, 2022

BUY
$44.8 - $53.13 $44 - $53
1 Added 0.25%
403 $21,000
Q4 2021

Jan 21, 2022

BUY
$46.24 - $53.69 $46 - $53
1 Added 0.25%
402 $21,000
Q3 2021

Oct 06, 2021

BUY
$46.08 - $51.15 $18,478 - $20,511
401 New
401 $18,000
Q2 2021

Jul 06, 2021

SELL
$44.72 - $49.09 $17,843 - $19,586
-399 Closed
0 $0
Q1 2021

Apr 26, 2021

BUY
$41.5 - $48.72 $16,558 - $19,439
399 New
399 $17,000

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
Track This Portfolio

Track Mascoma Wealth Management LLC Portfolio

Follow Mascoma Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mascoma Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mascoma Wealth Management LLC with notifications on news.