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 $958,344. This represents 0.28% of its overall portfolio holdings.

Number of Shares
26,459
Previous 27,742 4.62%
Holding current value
$958,344
Previous $1.04 Million 1.45%
% of portfolio
0.28%
Previous 0.3%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
670
Shares Held
209M
Call Options Held
80.5K
Put Options Held
90K
View Full List

About Essential Utilities, Inc.

WTRG Quotes by TradingView
  • Ticker WTRG
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Water
  • Shares Outstandng 262,291,008
  • Market Cap $9.5B
  • 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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