A detailed history of Tradewinds Capital Management, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Tradewinds Capital Management, LLC holds 13,406 shares of WTRG stock, worth $520,957. This represents 0.15% of its overall portfolio holdings.

Number of Shares
13,406
Previous 699 1817.88%
Holding current value
$520,957
Previous $25,000 1900.0%
% of portfolio
0.15%
Previous 0.01%

Shares

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

Jul 17, 2024

BUY
$33.88 - $39.67 $430,513 - $504,086
12,707 Added 1817.88%
13,406 $500,000
Q1 2024

Apr 18, 2024

BUY
$34.18 - $38.66 $21,396 - $24,201
626 Added 857.53%
699 $25,000
Q4 2023

Jan 31, 2024

BUY
$32.59 - $37.64 $32 - $37
1 Added 1.39%
73 $2,000
Q2 2023

Jul 20, 2023

BUY
$39.47 - $45.03 $39 - $45
1 Added 1.41%
72 $2,000
Q4 2022

Jan 20, 2023

BUY
$39.73 - $48.74 $39 - $48
1 Added 1.43%
71 $0
Q2 2022

Jul 21, 2022

SELL
$41.42 - $52.59 $72,774 - $92,400
-1,757 Reduced 96.17%
70 $3,000
Q1 2022

Apr 25, 2022

BUY
$44.8 - $53.13 $492 - $584
11 Added 0.61%
1,827 $93,000
Q4 2021

Feb 02, 2022

BUY
$46.24 - $53.69 $462 - $536
10 Added 0.55%
1,816 $98,000
Q3 2021

Nov 04, 2021

BUY
$46.08 - $51.15 $414 - $460
9 Added 0.5%
1,806 $83,000
Q2 2021

Jul 30, 2021

BUY
$44.72 - $49.09 $77,320 - $84,876
1,729 Added 2542.65%
1,797 $82,000
Q4 2020

Feb 10, 2021

BUY
$40.83 - $48.55 $40 - $48
1 Added 1.49%
68 $3,000
Q1 2020

May 11, 2020

BUY
$32.65 - $54.07 $2,187 - $3,622
67 New
67 $3,000

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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