A detailed history of Steward Partners Investment Advisory, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 37,353 shares of WTRG stock, worth $1.51 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
37,353
Previous 21,897 70.59%
Holding current value
$1.51 Million
Previous $811,000 71.89%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$33.88 - $39.67 $523,649 - $613,139
15,456 Added 70.59%
37,353 $1.39 Million
Q1 2024

May 15, 2024

BUY
$34.18 - $38.66 $11,279 - $12,757
330 Added 1.53%
21,897 $811,000
Q4 2023

Feb 12, 2024

SELL
$32.59 - $37.64 $24,800 - $28,644
-761 Reduced 3.41%
21,567 $805,000
Q3 2023

Nov 13, 2023

BUY
$34.04 - $43.1 $34 - $43
1 Added 0.0%
22,328 $766,000
Q2 2023

Aug 14, 2023

BUY
$39.47 - $45.03 $13,853 - $15,805
351 Added 1.6%
22,327 $891,000
Q1 2023

May 15, 2023

BUY
$40.65 - $49.0 $27,601 - $33,271
679 Added 3.19%
21,976 $959,000
Q4 2022

Feb 15, 2023

SELL
$39.73 - $48.74 $32,618 - $40,015
-821 Reduced 3.71%
21,297 $1.02 Million
Q3 2022

Nov 10, 2022

SELL
$41.38 - $52.37 $6,827 - $8,641
-165 Reduced 0.74%
22,118 $915,000
Q2 2022

Aug 04, 2022

SELL
$41.42 - $52.59 $12,177 - $15,461
-294 Reduced 1.3%
22,283 $1.02 Million
Q1 2022

May 02, 2022

SELL
$44.8 - $53.13 $166,208 - $197,112
-3,710 Reduced 14.11%
22,577 $1.15 Million
Q4 2021

Feb 08, 2022

BUY
$46.24 - $53.69 $268,099 - $311,294
5,798 Added 28.3%
26,287 $1.41 Million
Q3 2021

Nov 12, 2021

BUY
$46.08 - $51.15 $9,308 - $10,332
202 Added 1.0%
20,489 $944,000
Q2 2021

Aug 13, 2021

SELL
$44.72 - $49.09 $113,857 - $124,983
-2,546 Reduced 11.15%
20,287 $927,000
Q1 2021

May 14, 2021

BUY
$41.5 - $48.72 $123,172 - $144,600
2,968 Added 14.94%
22,833 $1.02 Million
Q4 2020

Feb 11, 2021

BUY
$40.83 - $48.55 $47,362 - $56,318
1,160 Added 6.2%
19,865 $939,000
Q3 2020

Oct 30, 2020

SELL
$38.53 - $47.81 $12,560 - $15,586
-326 Reduced 1.71%
18,705 $753,000
Q2 2020

Aug 06, 2020

BUY
$38.5 - $46.61 $6,968 - $8,436
181 Added 0.96%
19,031 $804,000
Q1 2020

Apr 29, 2020

BUY
$32.65 - $54.07 $615,452 - $1.02 Million
18,850 New
18,850 $767,000

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 $10.6B
  • 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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