A detailed history of Wealthcare Advisory Partners LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 25,172 shares of WTRG stock, worth $915,253. This represents 0.03% of its overall portfolio holdings.

Number of Shares
25,172
Previous 22,201 13.38%
Holding current value
$915,253
Previous $828,000 17.15%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 04, 2024

BUY
$36.74 - $41.49 $109,154 - $123,266
2,971 Added 13.38%
25,172 $970,000
Q2 2024

Aug 09, 2024

SELL
$33.88 - $39.67 $70,097 - $82,077
-2,069 Reduced 8.52%
22,201 $828,000
Q1 2024

Apr 15, 2024

BUY
$34.18 - $38.66 $58,892 - $66,611
1,723 Added 7.64%
24,270 $899,000
Q4 2023

Feb 06, 2024

SELL
$32.59 - $37.64 $114,065 - $131,740
-3,500 Reduced 13.44%
22,547 $842,000
Q3 2023

Oct 12, 2023

SELL
$34.04 - $43.1 $18,619 - $23,575
-547 Reduced 2.06%
26,047 $894,000
Q2 2023

Jul 17, 2023

BUY
$39.47 - $45.03 $30,115 - $34,357
763 Added 2.95%
26,594 $1.06 Million
Q1 2023

May 04, 2023

BUY
$40.65 - $49.0 $1,951 - $2,352
48 Added 0.19%
25,831 $1.13 Million
Q4 2022

Feb 13, 2023

SELL
$39.73 - $48.74 $3,734 - $4,581
-94 Reduced 0.36%
25,783 $1.23 Million
Q3 2022

Nov 14, 2022

SELL
$41.38 - $52.37 $6,662 - $8,431
-161 Reduced 0.62%
25,877 $1.07 Million
Q2 2022

Aug 15, 2022

SELL
$41.42 - $52.59 $233,525 - $296,502
-5,638 Reduced 17.8%
26,038 $1.19 Million
Q1 2022

Apr 15, 2022

BUY
$44.8 - $53.13 $250,969 - $297,634
5,602 Added 21.49%
31,676 $1.62 Million
Q4 2021

Feb 11, 2022

BUY
$46.24 - $53.69 $281,971 - $327,401
6,098 Added 30.53%
26,074 $1.4 Million
Q3 2021

Nov 15, 2021

SELL
$46.08 - $51.15 $11,980 - $13,299
-260 Reduced 1.28%
19,976 $920,000
Q2 2021

Aug 16, 2021

BUY
$44.72 - $49.09 $178 - $196
4 Added 0.02%
20,236 $925,000
Q1 2021

Apr 30, 2021

BUY
$41.5 - $48.72 $166 - $194
4 Added 0.02%
20,232 $905,000
Q4 2020

Feb 12, 2021

BUY
$40.83 - $48.55 $17,311 - $20,585
424 Added 2.14%
20,228 $957,000
Q3 2020

Oct 29, 2020

BUY
$38.53 - $47.81 $423 - $525
11 Added 0.06%
19,804 $797,000
Q2 2020

Jul 29, 2020

BUY
$38.5 - $46.61 $77 - $93
2 Added 0.01%
19,793 $836,000
Q1 2020

Apr 29, 2020

BUY
$32.65 - $54.07 $646,176 - $1.07 Million
19,791 New
19,791 $806,000

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 $9.54B
  • 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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