A detailed history of Summit Trail Advisors, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 15,532 shares of WTRG stock, worth $616,154. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,532
Previous 6,222 149.63%
Holding current value
$616,154
Previous $231,000 167.97%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 14, 2025

BUY
$36.73 - $39.9 $341,956 - $371,469
9,310 Added 149.63%
15,532 $619,000
Q2 2025

Aug 14, 2025

BUY
$36.92 - $41.39 $229,716 - $257,528
6,222 New
6,222 $231,000
Q3 2020

Nov 16, 2020

BUY
$38.53 - $47.81 $60,299 - $74,822
1,565 New
1,565 $277,000

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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