A detailed history of Foundations Investment Advisors, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 9,092 shares of WTRG stock, worth $305,582. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,092
Previous 8,907 2.08%
Holding current value
$305,582
Previous $343,000 3.79%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025

BUY
$36.18 - $40.55 $6,693 - $7,501
185 Added 2.08%
9,092 $330,000
Q4 2023

Feb 08, 2024

SELL
$32.59 - $37.64 $5,866 - $6,775
-180 Reduced 1.98%
8,907 $332,000
Q3 2023

Oct 05, 2023

BUY
$34.04 - $43.1 $5,582 - $7,068
164 Added 1.84%
9,087 $311,000
Q2 2023

Jul 19, 2023

SELL
$39.47 - $45.03 $5,170 - $5,898
-131 Reduced 1.45%
8,923 $356,000
Q1 2023

Apr 25, 2023

SELL
$40.65 - $49.0 $609 - $735
-15 Reduced 0.17%
9,054 $395,000
Q3 2022

Oct 19, 2022

BUY
$41.38 - $52.37 $786 - $995
19 Added 0.21%
9,069 $375,000
Q1 2022

Apr 19, 2022

SELL
$44.8 - $53.13 $2,060 - $2,443
-46 Reduced 0.51%
9,050 $451,000
Q2 2021

Jul 14, 2021

BUY
$44.72 - $49.09 $8,049 - $8,836
180 Added 2.02%
9,096 $436,000
Q1 2021

Apr 09, 2021

BUY
$41.5 - $48.72 $5,976 - $7,015
144 Added 1.64%
8,916 $407,000
Q4 2020

Jan 13, 2021

BUY
$40.83 - $48.55 $2,776 - $3,301
68 Added 0.78%
8,772 $427,000
Q1 2020

Apr 06, 2020

BUY
$32.65 - $54.07 $284,185 - $470,625
8,704 New
8,704 $336,000

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 $8.82B
  • 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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