A detailed history of Sowell Financial Services LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Sowell Financial Services LLC holds 5,247 shares of WTRG stock, worth $210,509. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,247
Holding current value
$210,509
% of portfolio
0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025

BUY
$33.49 - $40.57 $175,722 - $212,870
5,247 New
5,247 $207,000
Q1 2023

May 12, 2023

BUY
$40.65 - $49.0 $215,851 - $260,190
5,310 New
5,310 $231,000
Q2 2021

Aug 05, 2021

SELL
$44.72 - $49.09 $680,862 - $747,395
-15,225 Closed
0 $0
Q1 2021

May 07, 2021

BUY
$41.5 - $48.72 $54,697 - $64,212
1,318 Added 9.48%
15,225 $705,000
Q4 2020

Jan 13, 2021

SELL
$40.83 - $48.55 $7,676 - $9,127
-188 Reduced 1.33%
13,907 $658,000
Q3 2020

Nov 12, 2020

BUY
$38.53 - $47.81 $143,639 - $178,235
3,728 Added 35.96%
14,095 $567,000
Q2 2020

Aug 13, 2020

BUY
$38.5 - $46.61 $105,836 - $128,130
2,749 Added 36.09%
10,367 $438,000
Q1 2020

May 12, 2020

BUY
$32.65 - $54.07 $248,727 - $411,905
7,618 New
7,618 $310,000

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 $10.5B
  • 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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