Wills Financial Group, Inc. Essential Utilities, Inc. Transaction History

Wills Financial Group, Inc.

$204 Million
Q2 2024

A detailed history of Wills Financial Group, Inc. transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Wills Financial Group, Inc. holds 159,781 shares of WTRG stock, worth $6.11 Million. This represents 2.92% of its overall portfolio holdings.

Number of Shares

159,781

Previous 159,595 0.12%

Holding current value

$6.11 Million

Previous $5.91 Million 0.88%

% of portfolio

2.92%

Previous 2.92%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$33.88 - $39.67 $6,301 - $7,378	186 Added 0.12%	159,781 $5.96 Million
Q1 2024 May 09, 2024	BUY	$34.18 - $38.66 $23,242 - $26,288	680 Added 0.43%	159,595 $5.91 Million
Q4 2023 Feb 14, 2024	BUY	$32.59 - $37.64 $15,838 - $18,293	486 Added 0.31%	158,915 $5.94 Million
Q3 2023 Nov 14, 2023	SELL	$34.04 - $43.1 $24,474 - $30,988	-719 Reduced 0.45%	158,429 $5.44 Million
Q2 2023 Aug 11, 2023	BUY	$39.47 - $45.03 $57,823 - $65,968	1,465 Added 0.93%	159,148 $6.35 Million
Q1 2023 May 12, 2023	BUY	$40.65 - $49.0 $168,006 - $202,517	4,133 Added 2.69%	157,683 $6.88 Million
Q4 2022 Feb 14, 2023	SELL	$39.73 - $48.74 $74,811 - $91,777	-1,883 Reduced 1.21%	153,550 $7.33 Million
Q3 2022 Nov 14, 2022	BUY	$41.38 - $52.37 $3,351 - $4,241	81 Added 0.05%	155,433 $6.43 Million
Q2 2022 Aug 05, 2022	BUY	$41.42 - $52.59 $15,863 - $20,141	383 Added 0.25%	155,352 $7.12 Million
Q1 2022 May 13, 2022	SELL	$44.8 - $53.13 $77,056 - $91,383	-1,720 Reduced 1.1%	154,969 $7.92 Million
Q4 2021 Feb 14, 2022	SELL	$46.24 - $53.69 $58,447 - $67,864	-1,264 Reduced 0.8%	156,689 $8.41 Million
Q3 2021 Nov 12, 2021	SELL	$46.08 - $51.15 $281,134 - $312,066	-6,101 Reduced 3.72%	157,953 $7.28 Million
Q2 2021 Aug 13, 2021	SELL	$44.72 - $49.09 $33,048 - $36,277	-739 Reduced 0.45%	164,054 $7.5 Million
Q1 2021 May 12, 2021	SELL	$41.5 - $48.72 $86,818 - $101,922	-2,092 Reduced 1.25%	164,793 $7.37 Million
Q4 2020 Feb 17, 2021	SELL	$40.83 - $48.55 $820,233 - $975,320	-20,089 Reduced 10.74%	166,885 $7.89 Million
Q3 2020 Nov 12, 2020	SELL	$38.53 - $47.81 $72,051 - $89,404	-1,870 Reduced 0.99%	186,974 $7.53 Million
Q2 2020 Aug 17, 2020	SELL	$38.5 - $46.61 $67,221 - $81,381	-1,746 Reduced 0.92%	188,844 $7.98 Million
Q1 2020 May 12, 2020	BUY	$32.65 - $54.07 $6.22 Million - $10.3 Million	190,590 New	190,590 $7.76 Million

Others Institutions Holding WTRG

# of Institutions

645

Shares Held

216M

Call Options Held

64.6K

Put Options Held

96.1K

View Full List

About Essential Utilities, Inc.

Ticker WTRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Water
Shares Outstandng 262,291,008
Market Cap $10B
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...

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Wills Financial Group, Inc. Essential Utilities, Inc. Transaction History