A detailed history of Clearstead Advisors, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Clearstead Advisors, LLC holds 2,153 shares of WTRG stock, worth $85,409. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,153
Previous 1,527 41.0%
Holding current value
$85,409
Previous $56,000 51.79%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

BUY
$36.73 - $39.9 $22,992 - $24,977
626 Added 41.0%
2,153 $85,000
Q2 2025

Aug 08, 2025

BUY
$36.92 - $41.39 $53,977 - $60,512
1,462 Added 2249.23%
1,527 $56,000
Q1 2025

May 13, 2025

BUY
$33.49 - $40.57 $2,176 - $2,637
65 New
65 $2,000
Q2 2022

Aug 12, 2022

BUY
$41.42 - $52.59 $579 - $736
14 Added 0.61%
2,317 $106,000
Q1 2022

May 04, 2022

BUY
$44.8 - $53.13 $582 - $690
13 Added 0.57%
2,303 $118,000
Q4 2021

Feb 14, 2022

BUY
$46.24 - $53.69 $601 - $697
13 Added 0.57%
2,290 $123,000
Q3 2021

Nov 12, 2021

BUY
$46.08 - $51.15 $552 - $613
12 Added 0.53%
2,277 $105,000
Q2 2021

Aug 12, 2021

BUY
$44.72 - $49.09 $536 - $589
12 Added 0.53%
2,265 $104,000
Q1 2021

May 14, 2021

BUY
$41.5 - $48.72 $539 - $633
13 Added 0.58%
2,253 $101,000
Q4 2020

Feb 11, 2021

BUY
$40.83 - $48.55 $91,459 - $108,752
2,240 New
2,240 $106,000

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 $10.4B
  • 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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