A detailed history of Delta Asset Management LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Delta Asset Management LLC holds 560 shares of WTRG stock, worth $20,417. This represents 0.0% of its overall portfolio holdings.

Number of Shares
560
Previous 960 41.67%
Holding current value
$20,417
Previous $35,000 40.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 07, 2024

SELL
$36.74 - $41.49 $14,696 - $16,596
-400 Reduced 41.67%
560 $21,000
Q1 2024

May 13, 2024

SELL
$34.18 - $38.66 $10,254 - $11,597
-300 Reduced 23.81%
960 $35,000
Q3 2023

Nov 09, 2023

SELL
$34.04 - $43.1 $15,726 - $19,912
-462 Reduced 26.83%
1,260 $43,000
Q1 2023

May 12, 2023

SELL
$40.65 - $49.0 $21,910 - $26,411
-539 Reduced 23.84%
1,722 $75,000
Q4 2022

Feb 13, 2023

BUY
$39.73 - $48.74 $89,829 - $110,201
2,261 New
2,261 $107,000
Q1 2022

May 12, 2022

SELL
$44.8 - $53.13 $147,840 - $175,329
-3,300 Closed
0 $0
Q1 2020

Apr 27, 2020

BUY
$32.65 - $54.07 $107,745 - $178,431
3,300 New
3,300 $134,000

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 $9.56B
  • 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 Delta Asset Management LLC Portfolio

Follow Delta Asset Management LLC 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 Delta Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Delta Asset Management LLC with notifications on news.