A detailed history of Summit Trail Advisors, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 6,222 shares of WTRG stock, worth $242,844. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,222
Holding current value
$242,844
% of portfolio
0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
$36.92 - $41.39 $229,716 - $257,528
6,222 New
6,222 $231,000
Q3 2020

Nov 16, 2020

BUY
$38.53 - $47.81 $60,299 - $74,822
1,565 New
1,565 $277,000

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 $10.2B
  • 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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