Phoenix Holdings Ltd. Essential Utilities, Inc. Transaction History

Phoenix Holdings Ltd.

$7.18 Billion
Q4 2024

A detailed history of Phoenix Holdings Ltd. transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Phoenix Holdings Ltd. holds 51,922 shares of WTRG stock, worth $2.03 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

51,922

Previous 57,874 10.28%

Holding current value

$2.03 Million

Previous $2.23 Million 15.51%

% of portfolio

0.03%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$36.18 - $40.55 $215,343 - $241,353	-5,952 Reduced 10.28%	51,922 $1.89 Million
Q3 2024 Nov 05, 2024	BUY	$36.74 - $41.49 $1.75 Million - $1.97 Million	47,581 Added 462.27%	57,874 $2.23 Million
Q2 2024 Aug 12, 2024	BUY	$33.88 - $39.67 $3,794 - $4,443	112 Added 1.1%	10,293 $384,000
Q1 2024 May 15, 2024	BUY	$34.18 - $38.66 $39,785 - $45,000	1,164 Added 12.91%	10,181 $377,000
Q4 2023 Feb 14, 2024	SELL	$32.59 - $37.64 $10,200 - $11,781	-313 Reduced 3.35%	9,017 $336,000
Q3 2023 Nov 13, 2023	BUY	$34.04 - $43.1 $35,912 - $45,470	1,055 Added 12.75%	9,330 $320,000
Q2 2023 Aug 07, 2023	SELL	$39.47 - $45.03 $5,052 - $5,763	-128 Reduced 1.52%	8,275 $330,000
Q1 2023 May 11, 2023	BUY	$40.65 - $49.0 $45,934 - $55,370	1,130 Added 15.54%	8,403 $366,000
Q4 2022 Feb 13, 2023	SELL	$39.73 - $48.74 $20,858 - $25,588	-525 Reduced 6.73%	7,273 $347,000
Q3 2022 Nov 10, 2022	SELL	$41.38 - $52.37 $37,738 - $47,761	-912 Reduced 10.47%	7,798 $333,000
Q2 2022 Aug 15, 2022	SELL	$41.42 - $52.59 $29,449 - $37,391	-711 Reduced 7.55%	8,710 $393,000
Q1 2022 May 10, 2022	SELL	$44.8 - $53.13 $90,944 - $107,853	-2,030 Reduced 17.73%	9,421 $484,000
Q4 2021 Feb 07, 2022	SELL	$46.24 - $53.69 $37,315 - $43,327	-807 Reduced 6.58%	11,451 $611,000
Q3 2021 Oct 27, 2021	BUY	$46.08 - $51.15 $564,848 - $626,996	12,258 New	12,258 $572,000
Q2 2021 Aug 10, 2021	SELL	$44.72 - $49.09 $296,761 - $325,761	-6,636 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$41.5 - $48.72 $88,312 - $103,676	2,128 Added 47.2%	6,636 $293,000
Q4 2020 Feb 11, 2021	BUY	$40.83 - $48.55 $184,061 - $218,863	4,508 New	4,508 $209,000

Others Institutions Holding WTRG

# of Institutions

676

Shares Held

218M

Call Options Held

39.8K

Put Options Held

76.9K

View Full List

About Essential Utilities, Inc.

Ticker WTRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Water
Shares Outstandng 262,291,008
Market Cap $10.3B
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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Phoenix Holdings Ltd. Essential Utilities, Inc. Transaction History