United Capital Financial Advisers, LLC Essential Utilities, Inc. Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 7,198 shares of WTRG stock, worth $263,086. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,198
Previous 7,545 4.6%
Holding current value
$263,086
Previous $290,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 13, 2025
SELL
$36.18 - $40.55 $12,554 - $14,070
-347 Reduced 4.6%
7,198 $261,000
Q3 2024

Nov 12, 2024
SELL
$36.74 - $41.49 $39,789 - $44,933
-1,083 Reduced 12.55%
7,545 $290,000
Q2 2024

Aug 14, 2024
SELL
$33.88 - $39.67 $43,027 - $50,380
-1,270 Reduced 12.83%
8,628 $322,000
Q1 2024

May 15, 2024
SELL
$34.18 - $38.66 $59,028 - $66,765
-1,727 Reduced 14.86%
9,898 $366,000
Q4 2023

Feb 14, 2024
BUY
$32.59 - $37.64 $378,858 - $437,565
11,625 New
11,625 $434,000
Q2 2023

Aug 14, 2023
SELL
$39.47 - $45.03 $120,225 - $137,161
-3,046 Reduced 32.73%
6,260 $249,000
Q1 2023

Aug 14, 2023
BUY
$40.65 - $49.0 $123,819 - $149,254
3,046 Added 48.66%
9,306 $406,000
Q1 2023

May 15, 2023
SELL
$40.65 - $49.0 $182,152 - $219,569
-4,481 Reduced 32.5%
9,306 $406,000
Q4 2022

Feb 14, 2023
SELL
$39.73 - $48.74 $21,692 - $26,612
-546 Reduced 3.81%
13,787 $657,000
Q3 2022

Nov 14, 2022
SELL
$41.38 - $52.37 $21,931 - $27,756
-530 Reduced 3.57%
14,333 $593,000
Q2 2022

Aug 11, 2022
BUY
$41.42 - $52.59 $2,775 - $3,523
67 Added 0.45%
14,863 $681,000
Q1 2022

May 16, 2022
BUY
$44.8 - $53.13 $11,110 - $13,176
248 Added 1.7%
14,796 $757,000
Q4 2021

Feb 14, 2022
SELL
$46.24 - $53.69 $25,894 - $30,066
-560 Reduced 3.71%
14,548 $781,000
Q3 2021

Nov 15, 2021
SELL
$46.08 - $51.15 $39,306 - $43,630
-853 Reduced 5.34%
15,108 $696,000
Q2 2021

Aug 13, 2021
BUY
$44.72 - $49.09 $60,685 - $66,615
1,357 Added 9.29%
15,961 $729,000
Q1 2021

May 14, 2021
BUY
$41.5 - $48.72 $37,640 - $44,189
907 Added 6.62%
14,604 $654,000
Q4 2020

Feb 17, 2021
BUY
$40.83 - $48.55 $16,658 - $19,808
408 Added 3.07%
13,697 $648,000
Q3 2020

Nov 13, 2020
BUY
$38.53 - $47.81 $109,617 - $136,019
2,845 Added 27.24%
13,289 $535,000
Q2 2020

Aug 13, 2020
BUY
$38.5 - $46.61 $4,004 - $4,847
104 Added 1.01%
10,444 $441,000
Q1 2020

May 15, 2020
BUY
$32.65 - $54.07 $337,601 - $559,083
10,340 New
10,340 $421,000

Others Institutions Holding WTRG

# of Institutions
673
Shares Held
218M
Call Options Held
39.8K
Put Options Held
76.9K
View Full List

About Essential Utilities, Inc.

WTRG Quotes by TradingView
  • Ticker WTRG
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Water
  • Shares Outstandng 262,291,008
  • Market Cap $9.59B
  • 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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