A detailed history of Toth Financial Advisory Corp transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Toth Financial Advisory Corp holds 86,756 shares of WTRG stock, worth $3.29 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
86,756
Previous 73,394 18.21%
Holding current value
$3.29 Million
Previous $2.83 Million 11.31%
% of portfolio
0.39%
Previous 0.34%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025

BUY
$36.18 - $40.55 $483,437 - $541,829
13,362 Added 18.21%
86,756 $3.15 Million
Q3 2024

Oct 21, 2024

BUY
$36.74 - $41.49 $828,854 - $936,014
22,560 Added 44.38%
73,394 $2.83 Million
Q2 2024

Jul 16, 2024

BUY
$33.88 - $39.67 $518,973 - $607,665
15,318 Added 43.13%
50,834 $1.9 Million
Q1 2024

Apr 16, 2024

BUY
$34.18 - $38.66 $476,059 - $538,456
13,928 Added 64.52%
35,516 $1.32 Million
Q4 2023

Jan 26, 2024

SELL
$32.59 - $37.64 $50,677 - $58,530
-1,555 Reduced 6.72%
21,588 $806,000
Q3 2023

Oct 12, 2023

BUY
$34.04 - $43.1 $11,233 - $14,223
330 Added 1.45%
23,143 $794,000
Q2 2023

Jul 24, 2023

SELL
$39.47 - $45.03 $19,024 - $21,704
-482 Reduced 2.07%
22,813 $910,000
Q1 2023

Apr 24, 2023

SELL
$40.65 - $49.0 $103,657 - $124,950
-2,550 Reduced 9.87%
23,295 $1.02 Million
Q4 2022

Jan 24, 2023

BUY
$39.73 - $48.74 $29,241 - $35,872
736 Added 2.93%
25,845 $0
Q3 2022

Oct 14, 2022

BUY
$41.38 - $52.37 $34,552 - $43,728
835 Added 3.44%
25,109 $1.04 Million
Q2 2022

Jul 25, 2022

BUY
$41.42 - $52.59 $48,171 - $61,162
1,163 Added 5.03%
24,274 $1.11 Million
Q1 2022

Apr 26, 2022

SELL
$44.8 - $53.13 $16,620 - $19,711
-371 Reduced 1.58%
23,111 $1.18 Million
Q4 2021

Jan 31, 2022

BUY
$46.24 - $53.69 $7,167 - $8,321
155 Added 0.66%
23,482 $1.26 Million
Q3 2021

Oct 20, 2021

SELL
$46.08 - $51.15 $15,206 - $16,879
-330 Reduced 1.39%
23,327 $1.08 Million
Q2 2021

Jul 26, 2021

BUY
$44.72 - $49.09 $63,502 - $69,707
1,420 Added 6.39%
23,657 $1.08 Million
Q1 2021

Apr 20, 2021

BUY
$41.5 - $48.72 $29,257 - $34,347
705 Added 3.27%
22,237 $995,000
Q4 2020

Jan 25, 2021

BUY
$40.83 - $48.55 $163 - $194
4 Added 0.02%
21,532 $1.02 Million
Q3 2020

Oct 16, 2020

SELL
$38.53 - $47.81 $12,560 - $15,586
-326 Reduced 1.49%
21,528 $866,000
Q2 2020

Jul 14, 2020

BUY
$38.5 - $46.61 $21,752 - $26,334
565 Added 2.65%
21,854 $923,000
Q1 2020

Apr 20, 2020

BUY
$32.65 - $54.07 $695,085 - $1.15 Million
21,289 New
21,289 $866,000

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 $9.96B
  • 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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