A detailed history of Sage Private Wealth Group, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Sage Private Wealth Group, LLC holds 519 shares of WTRG stock, worth $19,068. This represents 0.03% of its overall portfolio holdings.

Number of Shares
519
Previous 517 0.39%
Holding current value
$19,068
Previous $24,000 8.33%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 08, 2022

BUY
$41.38 - $52.37 $82 - $104
2 Added 0.39%
519 $22,000
Q2 2022

Aug 01, 2022

BUY
$41.42 - $52.59 $165 - $210
4 Added 0.78%
517 $24,000
Q1 2022

May 13, 2022

BUY
$44.8 - $53.13 $134 - $159
3 Added 0.59%
513 $26,000
Q4 2021

Jan 24, 2022

SELL
$46.24 - $53.69 $46 - $53
-1 Reduced 0.2%
510 $27,000
Q4 2020

Mar 02, 2021

BUY
$40.83 - $48.55 $20,864 - $24,809
511 New
511 $24,000

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 $9.64B
  • 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 Sage Private Wealth Group, LLC Portfolio

Follow Sage Private Wealth Group, 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 Sage Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage Private Wealth Group, LLC with notifications on news.