A detailed history of Rothschild Investment LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Rothschild Investment LLC holds 19,210 shares of WTRG stock, worth $762,060. This represents 0.05% of its overall portfolio holdings.

Number of Shares
19,210
Previous 20,990 8.48%
Holding current value
$762,060
Previous $784 Million 5.44%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 18, 2024

SELL
$36.74 - $41.49 $65,397 - $73,852
-1,780 Reduced 8.48%
19,210 $741 Million
Q2 2024

Jul 30, 2024

BUY
$33.88 - $39.67 $711,141 - $832,673
20,990 New
20,990 $784 Million
Q1 2024

Jul 31, 2024

BUY
$34.18 - $38.66 $13,740 - $15,541
402 Added 1.87%
21,885 $811 Million
Q4 2023

Jul 31, 2024

BUY
$32.59 - $37.64 $16,066 - $18,556
493 Added 2.35%
21,483 $802 Million

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
Track This Portfolio

Track Rothschild Investment LLC Portfolio

Follow Rothschild Investment 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 Rothschild Investment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rothschild Investment LLC with notifications on news.