A detailed history of Modern Wealth Management, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Modern Wealth Management, LLC holds 7,780 shares of WTRG stock, worth $308,632. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,780
Previous 6,291 23.67%
Holding current value
$308,632
Previous $233,000 133132.62%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 12, 2025

BUY
$36.73 - $39.9 $54,690 - $59,411
1,489 Added 23.67%
7,780 $310 Million
Q2 2025

Aug 14, 2025

BUY
$36.92 - $41.39 $232,263 - $260,384
6,291 New
6,291 $233,000

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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