Creative Planning Essential Utilities, Inc. Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Creative Planning holds 79,824 shares of WTRG stock, worth $2.83 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

79,824

Previous 80,940 1.38%

Holding current value

$2.83 Million

Previous $3.02 Million 1.89%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$36.74 - $41.49 $41,001 - $46,302	-1,116 Reduced 1.38%	79,824 $3.08 Million
Q2 2024 Aug 15, 2024	SELL	$33.88 - $39.67 $73,621 - $86,202	-2,173 Reduced 2.61%	80,940 $3.02 Million
Q1 2024 May 10, 2024	BUY	$34.18 - $38.66 $259,357 - $293,352	7,588 Added 10.05%	83,113 $3.08 Million
Q4 2023 Feb 14, 2024	SELL	$32.59 - $37.64 $348,419 - $402,409	-10,691 Reduced 12.4%	75,525 $2.82 Million
Q3 2023 Nov 16, 2023	BUY	$34.04 - $43.1 $1.5 Million - $1.9 Million	44,104 Added 104.73%	86,216 $2.96 Million
Q2 2023 Jul 21, 2023	SELL	$39.47 - $45.03 $140,315 - $160,081	-3,555 Reduced 7.78%	42,112 $1.68 Million
Q1 2023 May 15, 2023	SELL	$40.65 - $49.0 $934 - $1,127	-23 Reduced 0.05%	45,667 $1.99 Million
Q4 2022 Feb 10, 2023	BUY	$39.73 - $48.74 $99,364 - $121,898	2,501 Added 5.79%	45,690 $2.18 Million
Q3 2022 Nov 03, 2022	BUY	$41.38 - $52.37 $24,290 - $30,741	587 Added 1.38%	43,189 $1.79 Million
Q2 2022 Aug 15, 2022	SELL	$41.42 - $52.59 $70,703 - $89,771	-1,707 Reduced 3.85%	42,602 $1.95 Million
Q1 2022 May 16, 2022	BUY	$44.8 - $53.13 $248,012 - $294,127	5,536 Added 14.28%	44,309 $2.27 Million
Q4 2021 Feb 11, 2022	SELL	$46.24 - $53.69 $1.77 Million - $2.06 Million	-38,319 Reduced 49.71%	38,773 $2.08 Million
Q3 2021 Nov 10, 2021	BUY	$46.08 - $51.15 $211,968 - $235,290	4,600 Added 6.35%	77,092 $3.55 Million
Q2 2021 Aug 04, 2021	SELL	$44.72 - $49.09 $401,540 - $440,779	-8,979 Reduced 11.02%	72,492 $3.31 Million
Q1 2021 Apr 30, 2021	SELL	$41.5 - $48.72 $116,947 - $137,292	-2,818 Reduced 3.34%	81,471 $3.65 Million
Q4 2020 Jan 29, 2021	BUY	$40.83 - $48.55 $58,346 - $69,377	1,429 Added 1.72%	84,289 $3.99 Million
Q3 2020 Nov 05, 2020	BUY	$38.53 - $47.81 $195,732 - $242,874	5,080 Added 6.53%	82,860 $3.36 Million
Q2 2020 Jul 23, 2020	SELL	$38.5 - $46.61 $6,853 - $8,296	-178 Reduced 0.23%	77,780 $3.29 Million
Q1 2020 May 05, 2020	BUY	$32.65 - $54.07 $2.55 Million - $4.22 Million	77,958 New	77,958 $3.17 Million

Others Institutions Holding WTRG

# of Institutions

674

Shares Held

210M

Call Options Held

80.5K

Put Options Held

90K

View Full List

About Essential Utilities, Inc.

Ticker WTRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Water
Shares Outstandng 262,291,008
Market Cap $9.31B
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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Creative Planning Essential Utilities, Inc. Transaction History