Sequoia Financial Advisors, LLC Essential Utilities, Inc. Transaction History

Sequoia Financial Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$36.92 - $41.39 $89,383 - $100,205	-2,421 Reduced 7.49%	29,905 $1.11 Million
Q1 2025 Apr 23, 2025	SELL	$33.49 - $40.57 $8,004 - $9,696	-239 Reduced 0.73%	32,326 $1.28 Million
Q4 2024 Aug 08, 2025	BUY	$36.18 - $40.55 $96,238 - $107,862	2,660 Added 8.89%	32,565 $1.18 Million
Q4 2024 Feb 07, 2025	BUY	$36.18 - $40.55 $186,399 - $208,913	5,152 Added 18.79%	32,565 $1.18 Million
Q3 2024 Oct 21, 2024	SELL	$36.74 - $41.49 $4,555 - $5,144	-124 Reduced 0.45%	27,413 $1.06 Million
Q2 2024 Jul 15, 2024	BUY	$33.88 - $39.67 $644,160 - $754,245	19,013 Added 223.05%	27,537 $1.03 Million
Q1 2024 Apr 30, 2024	BUY	$34.18 - $38.66 $80,288 - $90,812	2,349 Added 38.04%	8,524 $315,000
Q4 2023 Jan 25, 2024	BUY	$32.59 - $37.64 $201,243 - $232,427	6,175 New	6,175 $230,000

765

225M

388K

139K

Ticker WTRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Water
Shares Outstandng 262,291,008
Market Cap $10.9B
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...

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