Tandem Investment Advisors, Inc. Essential Utilities, Inc. Transaction History

Tandem Investment Advisors, Inc.

$2.64 Billion
Q3 2024

A detailed history of Tandem Investment Advisors, Inc. transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Tandem Investment Advisors, Inc. holds 2,034,497 shares of WTRG stock, worth $80.1 Million. This represents 2.97% of its overall portfolio holdings.

Number of Shares

2,034,497

Previous 2,023,937 0.52%

Holding current value

$80.1 Million

Previous $75.6 Million 3.86%

% of portfolio

2.97%

Previous 3.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$36.74 - $41.49 $387,974 - $438,134	10,560 Added 0.52%	2,034,497 $78.5 Million
Q2 2024 Jul 31, 2024	BUY	$33.88 - $39.67 $459,311 - $537,806	13,557 Added 0.67%	2,023,937 $75.6 Million
Q1 2024 Apr 30, 2024	BUY	$34.18 - $38.66 $4.92 Million - $5.57 Million	144,030 Added 7.72%	2,010,380 $74.5 Million
Q4 2023 Jan 31, 2024	SELL	$32.59 - $37.64 $3.27 Million - $3.78 Million	-100,337 Reduced 5.1%	1,866,350 $69.7 Million
Q3 2023 Oct 30, 2023	BUY	$34.04 - $43.1 $2.3 Million - $2.91 Million	67,465 Added 3.55%	1,966,687 $67.5 Million
Q2 2023 Jul 18, 2023	BUY	$39.47 - $45.03 $5.48 Million - $6.25 Million	138,796 Added 7.88%	1,899,222 $75.8 Million
Q1 2023 Jul 18, 2023	BUY	$40.65 - $49.0 $8.48 Million - $10.2 Million	208,505 Added 13.44%	1,760,426 $76.8 Million
Q4 2022 Feb 06, 2023	BUY	$39.73 - $48.74 $2.05 Million - $2.51 Million	51,507 Added 3.43%	1,551,921 $74.1 Million
Q3 2022 Oct 31, 2022	BUY	$41.38 - $52.37 $5.4 Million - $6.83 Million	130,425 Added 9.52%	1,500,414 $62.1 Million
Q2 2022 Sep 14, 2022	BUY	$41.42 - $52.59 $9.92 Million - $12.6 Million	239,450 Added 21.18%	1,369,989 $62.8 Million
Q1 2022 May 02, 2022	BUY	$44.8 - $53.13 $3.61 Million - $4.29 Million	80,685 Added 7.69%	1,130,539 $57.8 Million
Q4 2021 Jan 20, 2022	BUY	$46.24 - $53.69 $1.51 Million - $1.75 Million	32,613 Added 3.21%	1,049,854 $56.4 Million
Q3 2021 Oct 15, 2021	BUY	$46.08 - $51.15 $2.88 Million - $3.2 Million	62,489 Added 6.55%	1,017,241 $46.9 Million
Q2 2021 Jul 12, 2021	BUY	$44.72 - $49.09 $3.06 Million - $3.36 Million	68,370 Added 7.71%	954,752 $43.6 Million
Q1 2021 Apr 13, 2021	BUY	$41.5 - $48.72 $4.16 Million - $4.89 Million	100,349 Added 12.77%	886,382 $39.7 Million
Q4 2020 Jan 13, 2021	BUY	$40.83 - $48.55 $3.6 Million - $4.27 Million	88,049 Added 12.61%	786,033 $37.2 Million
Q3 2020 Oct 14, 2020	BUY	$38.53 - $47.81 $3.56 Million - $4.41 Million	92,283 Added 15.24%	697,984 $28.1 Million
Q2 2020 Jul 30, 2020	BUY	$38.5 - $46.61 $10.1 Million - $12.2 Million	262,591 Added 76.53%	605,701 $25.6 Million
Q1 2020 Apr 14, 2020	BUY	$32.65 - $54.07 $11.2 Million - $18.6 Million	343,110 New	343,110 $14 Million

Others Institutions Holding WTRG

# of Institutions

670

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 $10.3B
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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Tandem Investment Advisors, Inc. Essential Utilities, Inc. Transaction History