A detailed history of Belpointe Asset Management LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Belpointe Asset Management LLC holds 17,953 shares of WTRG stock, worth $601,245. This represents 0.05% of its overall portfolio holdings.

Number of Shares
17,953
Previous 17,935 0.1%
Holding current value
$601,245
Previous $669,000 3.44%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 12, 2024

BUY
$36.74 - $41.49 $661 - $746
18 Added 0.1%
17,953 $692,000
Q2 2024

Aug 02, 2024

BUY
$33.88 - $39.67 $38,724 - $45,342
1,143 Added 6.81%
17,935 $669,000
Q1 2024

May 08, 2024

SELL
$34.18 - $38.66 $24,917 - $28,183
-729 Reduced 4.16%
16,792 $622,000
Q4 2023

Feb 13, 2024

BUY
$32.59 - $37.64 $21,639 - $24,992
664 Added 3.94%
17,521 $654,000
Q3 2023

Nov 15, 2023

BUY
$34.04 - $43.1 $40,643 - $51,461
1,194 Added 7.62%
16,857 $578,000
Q2 2023

Aug 14, 2023

SELL
$39.47 - $45.03 $26,287 - $29,989
-666 Reduced 4.08%
15,663 $625,000
Q1 2023

May 15, 2023

BUY
$40.65 - $49.0 $16,707 - $20,139
411 Added 2.58%
16,329 $712,000
Q4 2022

Feb 08, 2023

BUY
$39.73 - $48.74 $29,678 - $36,408
747 Added 4.92%
15,918 $759,000
Q3 2022

Nov 14, 2022

BUY
$41.38 - $52.37 $17,420 - $22,047
421 Added 2.85%
15,171 $628,000
Q2 2022

Aug 02, 2022

BUY
$41.42 - $52.59 $579 - $736
14 Added 0.1%
14,750 $676,000
Q1 2022

Apr 28, 2022

BUY
$44.8 - $53.13 $7,347 - $8,713
164 Added 1.13%
14,736 $754,000
Q4 2021

Feb 15, 2022

BUY
$46.24 - $53.69 $11,190 - $12,992
242 Added 1.69%
14,572 $783,000
Q3 2021

Nov 15, 2021

BUY
$46.08 - $51.15 $64,788 - $71,916
1,406 Added 10.88%
14,330 $660,000
Q2 2021

Aug 09, 2021

BUY
$44.72 - $49.09 $577,961 - $634,439
12,924 New
12,924 $591,000

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 $8.78B
  • 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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