A detailed history of Surevest, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Surevest, LLC holds 415 shares of WTRG stock, worth $16,404. This represents 0.0% of its overall portfolio holdings.

Number of Shares
415
Previous 461 9.98%
Holding current value
$16,404
Previous $21,000 19.05%
% of portfolio
0.0%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

SELL
$41.38 - $52.37 $1,903 - $2,409
-46 Reduced 9.98%
415 $17,000
Q2 2022

Aug 15, 2022

BUY
$41.42 - $52.59 $82 - $105
2 Added 0.44%
461 $21,000
Q1 2022

May 16, 2022

BUY
$44.8 - $53.13 $89 - $106
2 Added 0.44%
459 $23,000
Q4 2021

Feb 11, 2022

BUY
$46.24 - $53.69 $21,131 - $24,536
457 New
457 $25,000

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 $10.4B
  • 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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