A detailed history of Rothschild Investment Corp transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Rothschild Investment Corp holds 22,583 shares of WTRG stock, worth $823,376. This represents 0.07% of its overall portfolio holdings.

Number of Shares
22,583
Previous 23,285 3.01%
Holding current value
$823,376
Previous $929,000 16.58%
% of portfolio
0.07%
Previous 0.08%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 16, 2023

SELL
$34.04 - $43.1 $23,896 - $30,256
-702 Reduced 3.01%
22,583 $775,000
Q2 2023

Jul 18, 2023

SELL
$39.47 - $45.03 $5,920 - $6,754
-150 Reduced 0.64%
23,285 $929,000
Q1 2023

Apr 24, 2023

SELL
$40.65 - $49.0 $4,878 - $5,880
-120 Reduced 0.51%
23,435 $1.02 Million
Q4 2021

Jan 24, 2022

SELL
$46.24 - $53.69 $6,936 - $8,053
-150 Reduced 0.63%
23,555 $1.27 Million
Q1 2021

Apr 15, 2021

BUY
$41.5 - $48.72 $121,802 - $142,993
2,935 Added 14.13%
23,705 $1.06 Million
Q3 2020

Oct 22, 2020

BUY
$38.53 - $47.81 $84,766 - $105,182
2,200 Added 11.85%
20,770 $836,000
Q2 2020

Jul 24, 2020

SELL
$38.5 - $46.61 $142,450 - $172,457
-3,700 Reduced 16.61%
18,570 $784,000
Q1 2020

Apr 16, 2020

BUY
$32.65 - $54.07 $727,115 - $1.2 Million
22,270 New
22,270 $906,000

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 Rothschild Investment Corp Portfolio

Follow Rothschild Investment Corp 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 Rothschild Investment Corp , based on Form 13F filings with the SEC.

News

Stay updated on Rothschild Investment Corp with notifications on news.