A detailed history of Wealthspire Advisors, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 15,350 shares of WTRG stock, worth $558,740. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,350
Previous 18,084 15.12%
Holding current value
$558,740
Previous $675,000 12.44%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024

SELL
$36.74 - $41.49 $100,447 - $113,433
-2,734 Reduced 15.12%
15,350 $591,000
Q2 2024

Aug 08, 2024

SELL
$33.88 - $39.67 $36,895 - $43,200
-1,089 Reduced 5.68%
18,084 $675,000
Q1 2024

May 06, 2024

SELL
$34.18 - $38.66 $3,862 - $4,368
-113 Reduced 0.59%
19,173 $710,000
Q3 2023

Nov 06, 2023

SELL
$34.04 - $43.1 $10,212 - $12,930
-300 Reduced 1.53%
19,286 $662,000
Q1 2023

May 09, 2023

SELL
$40.65 - $49.0 $15,528 - $18,718
-382 Reduced 1.91%
19,586 $854,000
Q4 2022

Feb 13, 2023

SELL
$39.73 - $48.74 $1,112 - $1,364
-28 Reduced 0.14%
19,968 $952,000
Q3 2022

Nov 14, 2022

BUY
$41.38 - $52.37 $7,986 - $10,107
193 Added 0.97%
19,996 $827,000
Q2 2022

Aug 09, 2022

BUY
$41.42 - $52.59 $820,240 - $1.04 Million
19,803 New
19,803 $908,000
Q1 2022

May 09, 2022

SELL
$44.8 - $53.13 $175,795 - $208,482
-3,924 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$46.24 - $53.69 $181,445 - $210,679
3,924 New
3,924 $211,000

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 $9.55B
  • 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
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.