A detailed history of Trillium Asset Management, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Trillium Asset Management, LLC holds 67,910 shares of WTRG stock, worth $2.39 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
67,910
Previous 68,973 1.54%
Holding current value
$2.39 Million
Previous $2.57 Million 1.71%
% of portfolio
0.07%
Previous 0.07%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$36.74 - $41.49 $39,054 - $44,103
-1,063 Reduced 1.54%
67,910 $2.62 Million
Q2 2024

Aug 07, 2024

BUY
$33.88 - $39.67 $116,886 - $136,861
3,450 Added 5.27%
68,973 $2.57 Million
Q1 2024

May 09, 2024

BUY
$34.18 - $38.66 $179,718 - $203,274
5,258 Added 8.72%
65,523 $2.43 Million
Q4 2023

Feb 08, 2024

BUY
$32.59 - $37.64 $113,152 - $130,686
3,472 Added 6.11%
60,265 $2.25 Million
Q3 2023

Nov 07, 2023

BUY
$34.04 - $43.1 $283,519 - $358,979
8,329 Added 17.19%
56,793 $1.95 Million
Q2 2023

Aug 09, 2023

BUY
$39.47 - $45.03 $32,839 - $37,464
832 Added 1.75%
48,464 $1.93 Million
Q1 2023

May 08, 2023

BUY
$40.65 - $49.0 $84,186 - $101,479
2,071 Added 4.55%
47,632 $2.08 Million
Q4 2022

Feb 07, 2023

SELL
$39.73 - $48.74 $98,808 - $121,216
-2,487 Reduced 5.18%
45,561 $2.17 Million
Q3 2022

Nov 09, 2022

BUY
$41.38 - $52.37 $86,277 - $109,191
2,085 Added 4.54%
48,048 $1.99 Million
Q2 2022

Aug 08, 2022

BUY
$41.42 - $52.59 $36,698 - $46,594
886 Added 1.97%
45,963 $2.11 Million
Q1 2022

May 04, 2022

SELL
$44.8 - $53.13 $137,625 - $163,215
-3,072 Reduced 6.38%
45,077 $2.3 Million
Q4 2021

Feb 08, 2022

BUY
$46.24 - $53.69 $195,502 - $227,001
4,228 Added 9.63%
48,149 $2.59 Million
Q3 2021

Nov 12, 2021

BUY
$46.08 - $51.15 $235,607 - $261,529
5,113 Added 13.18%
43,921 $2.02 Million
Q2 2021

Aug 06, 2021

BUY
$44.72 - $49.09 $161,975 - $177,803
3,622 Added 10.29%
38,808 $1.77 Million
Q1 2021

May 10, 2021

BUY
$41.5 - $48.72 $167,784 - $196,974
4,043 Added 12.98%
35,186 $1.58 Million
Q4 2020

Feb 12, 2021

BUY
$40.83 - $48.55 $58,917 - $70,057
1,443 Added 4.86%
31,143 $1.47 Million
Q3 2020

Nov 09, 2020

SELL
$38.53 - $47.81 $519,692 - $644,861
-13,488 Reduced 31.23%
29,700 $1.2 Million
Q2 2020

Aug 06, 2020

SELL
$38.5 - $46.61 $143,682 - $173,948
-3,732 Reduced 7.95%
43,188 $1.82 Million
Q1 2020

May 07, 2020

BUY
$32.65 - $54.07 $1.53 Million - $2.54 Million
46,920 New
46,920 $1.91 Million

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 $9.22B
  • 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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