A detailed history of Sonen Capital LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Sonen Capital LLC holds 21,589 shares of WTRG stock, worth $833,335. This represents 1.54% of its overall portfolio holdings.

Number of Shares
21,589
Previous 21,589 -0.0%
Holding current value
$833,335
Previous $741,000 8.77%
% of portfolio
1.54%
Previous 1.47%

Shares

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

Nov 09, 2023

BUY
$34.04 - $43.1 $106,068 - $134,299
3,116 Added 16.87%
21,589 $741,000
Q2 2023

Aug 07, 2023

BUY
$39.47 - $45.03 $28,102 - $32,061
712 Added 4.01%
18,473 $737,000
Q1 2023

May 09, 2023

SELL
$40.65 - $49.0 $105,933 - $127,694
-2,606 Reduced 12.8%
17,761 $775,000
Q4 2022

Feb 07, 2023

BUY
$39.73 - $48.74 $24,870 - $30,511
626 Added 3.17%
20,367 $971,000
Q3 2022

Nov 10, 2022

BUY
$41.38 - $52.37 $139,078 - $176,015
3,361 Added 20.52%
19,741 $817,000
Q2 2022

Aug 15, 2022

SELL
$41.42 - $52.59 $15,408 - $19,563
-372 Reduced 2.22%
16,380 $751,000
Q1 2022

May 09, 2022

BUY
$44.8 - $53.13 $78,400 - $92,977
1,750 Added 11.67%
16,752 $857,000
Q4 2021

Feb 10, 2022

BUY
$46.24 - $53.69 $693,692 - $805,457
15,002 New
15,002 $805,000

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 $10.1B
  • 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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