A detailed history of Bar Harbor Wealth Management transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Bar Harbor Wealth Management holds 5,322 shares of WTRG stock, worth $204,897. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,322
Holding current value
$204,897
% of portfolio
0.01%

Shares

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

Oct 16, 2024

BUY
$36.74 - $41.49 $195,530 - $220,809
5,322 New
5,322 $205,000
Q4 2023

Jan 17, 2024

BUY
$32.59 - $37.64 $3,259 - $3,764
100 Added 1.65%
6,167 $230,000
Q3 2023

Nov 28, 2023

BUY
$34.04 - $43.1 $19,913 - $25,213
585 Added 10.67%
6,067 $208,000
Q2 2023

Aug 09, 2023

SELL
$39.47 - $45.03 $36,786 - $41,967
-932 Reduced 14.53%
5,482 $218,000
Q4 2022

Jan 19, 2023

BUY
$39.73 - $48.74 $14,302 - $17,546
360 Added 5.95%
6,414 $306,000
Q1 2022

Apr 14, 2022

SELL
$44.8 - $53.13 $14,291 - $16,948
-319 Reduced 5.01%
6,054 $310,000
Q4 2021

Jan 28, 2022

BUY
$46.24 - $53.69 $14,843 - $17,234
321 Added 5.3%
6,373 $342,000
Q3 2021

Nov 15, 2021

SELL
$46.08 - $51.15 $4,608 - $5,115
-100 Reduced 1.63%
6,052 $279,000
Q4 2020

Feb 09, 2021

SELL
$40.83 - $48.55 $41,728 - $49,618
-1,022 Reduced 14.25%
6,152 $291,000
Q2 2020

Aug 04, 2020

SELL
$38.5 - $46.61 $100,100 - $121,186
-2,600 Reduced 26.6%
7,174 $303,000
Q1 2020

May 14, 2020

BUY
$32.65 - $54.07 $319,121 - $528,480
9,774 New
9,774 $398,000

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 $10.1B
  • 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 Bar Harbor Wealth Management Portfolio

Follow Bar Harbor Wealth Management 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 Bar Harbor Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Bar Harbor Wealth Management with notifications on news.