Sterling Investment Advisors, Ltd. Essential Utilities, Inc. Transaction History

Sterling Investment Advisors, Ltd.

$370 Million
Q3 2024

A detailed history of Sterling Investment Advisors, Ltd. transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Sterling Investment Advisors, Ltd. holds 26,459 shares of WTRG stock, worth $1.02 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

26,459

Previous 27,742 4.62%

Holding current value

$1.02 Million

Previous $1.04 Million 1.45%

% of portfolio

0.28%

Previous 0.3%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$36.74 - $41.49 $47,137 - $53,231	-1,283 Reduced 4.62%	26,459 $1.02 Million
Q2 2024 Aug 05, 2024	SELL	$33.88 - $39.67 $33,337 - $39,035	-984 Reduced 3.43%	27,742 $1.04 Million
Q1 2024 Apr 30, 2024	SELL	$34.18 - $38.66 $120,518 - $136,315	-3,526 Reduced 10.93%	28,726 $1.06 Million
Q4 2023 Feb 08, 2024	SELL	$32.59 - $37.64 $7,234 - $8,356	-222 Reduced 0.68%	32,252 $1.2 Million
Q3 2023 Nov 06, 2023	BUY	$34.04 - $43.1 $578 - $732	17 Added 0.05%	32,474 $1.11 Million
Q2 2023 Aug 03, 2023	SELL	$39.47 - $45.03 $315,246 - $359,654	-7,987 Reduced 19.75%	32,457 $1.3 Million
Q1 2023 Apr 25, 2023	BUY	$40.65 - $49.0 $29,471 - $35,525	725 Added 1.83%	40,444 $1.77 Million
Q4 2022 Feb 06, 2023	BUY	$39.73 - $48.74 $109,416 - $134,229	2,754 Added 7.45%	39,719 $1.9 Million
Q3 2022 Nov 03, 2022	BUY	$41.38 - $52.37 $455 - $576	11 Added 0.03%	36,965 $1.53 Million
Q2 2022 Aug 05, 2022	BUY	$41.42 - $52.59 $132,751 - $168,550	3,205 Added 9.5%	36,954 $1.69 Million
Q1 2022 May 03, 2022	BUY	$44.8 - $53.13 $492 - $584	11 Added 0.03%	33,749 $1.73 Million
Q4 2021 Feb 02, 2022	BUY	$46.24 - $53.69 $462 - $536	10 Added 0.03%	33,738 $1.81 Million
Q3 2021 Nov 09, 2021	SELL	$46.08 - $51.15 $109,486 - $121,532	-2,376 Reduced 6.58%	33,728 $1.55 Million
Q2 2021 Jul 29, 2021	SELL	$44.72 - $49.09 $201,329 - $221,003	-4,502 Reduced 11.09%	36,104 $1.65 Million
Q1 2021 May 04, 2021	BUY	$41.5 - $48.72 $42,371 - $49,743	1,021 Added 2.58%	40,606 $1.82 Million
Q4 2020 Jan 21, 2021	BUY	$40.83 - $48.55 $6,614 - $7,865	162 Added 0.41%	39,585 $1.87 Million
Q3 2020 Oct 26, 2020	BUY	$38.53 - $47.81 $1,618 - $2,008	42 Added 0.11%	39,423 $1.59 Million
Q2 2020 Jul 24, 2020	SELL	$38.5 - $46.61 $17,825 - $21,580	-463 Reduced 1.16%	39,381 $1.66 Million
Q1 2020 Apr 30, 2020	BUY	$32.65 - $54.07 $1.3 Million - $2.15 Million	39,844 New	39,844 $1.62 Million

Others Institutions Holding WTRG

# of Institutions

671

Shares Held

210M

Call Options Held

80.5K

Put Options Held

90K

View Full List

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...

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Sterling Investment Advisors, Ltd. Essential Utilities, Inc. Transaction History