A detailed history of Pathstone Family Office, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Pathstone Family Office, LLC holds 9,825 shares of WTRG stock, worth $368,339. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,825
Previous 5,256 86.93%
Holding current value
$368,339
Previous $209,000 61.24%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

BUY
$34.04 - $43.1 $155,528 - $196,923
4,569 Added 86.93%
9,825 $337,000
Q2 2023

Jan 12, 2024

SELL
$39.47 - $45.03 $179,667 - $204,976
-4,552 Reduced 46.33%
5,273 $210,000
Q2 2023

Aug 14, 2023

SELL
$39.47 - $45.03 $56,955 - $64,978
-1,443 Reduced 21.54%
5,256 $209,000
Q1 2023

May 15, 2023

SELL
$40.65 - $49.0 $90,608 - $109,221
-2,229 Reduced 24.97%
6,699 $292,000
Q4 2022

Oct 23, 2023

SELL
$39.73 - $48.74 $183,353 - $224,935
-4,615 Reduced 34.08%
8,928 $426,000
Q4 2022

Feb 13, 2023

SELL
$39.73 - $48.74 $217,323 - $266,607
-5,470 Reduced 37.99%
8,928 $426,000
Q3 2022

Oct 23, 2023

BUY
$41.38 - $52.37 $64,180 - $81,225
1,551 Added 12.93%
13,543 $560,000
Q3 2022

Nov 14, 2022

BUY
$41.38 - $52.37 $68,483 - $86,672
1,655 Added 12.99%
14,398 $596,000
Q2 2022

Oct 23, 2023

BUY
$41.42 - $52.59 $279,005 - $354,246
6,736 Added 128.16%
11,992 $549,000
Q2 2022

Aug 15, 2022

SELL
$41.42 - $52.59 $198,484 - $252,011
-4,792 Reduced 27.33%
12,743 $585,000
Q1 2022

May 16, 2022

BUY
$44.8 - $53.13 $39,065 - $46,329
872 Added 5.23%
17,535 $1.06 Million
Q4 2021

Feb 14, 2022

SELL
$46.24 - $53.69 $72,689 - $84,400
-1,572 Reduced 8.62%
16,663 $895,000
Q3 2021

Nov 16, 2021

BUY
$46.08 - $51.15 $344,309 - $382,192
7,472 Added 69.42%
18,235 $840,000
Q2 2021

Aug 31, 2021

BUY
$44.72 - $49.09 $81,703 - $89,687
1,827 Added 20.45%
10,763 $492,000
Q1 2021

May 14, 2021

BUY
$41.5 - $48.72 $229,536 - $269,470
5,531 Added 162.44%
8,936 $400,000
Q4 2020

Feb 16, 2021

BUY
$40.83 - $48.55 $139,026 - $165,312
3,405 New
3,405 $161,000

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 $9.83B
  • 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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