A detailed history of Tower Wealth Partners, Inc. transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Tower Wealth Partners, Inc. holds 6,829 shares of WTRG stock, worth $275,550. This represents 0.15% of its overall portfolio holdings.

Number of Shares
6,829
Previous 6,718 1.65%
Holding current value
$275,550
Previous $250,000 5.2%
% of portfolio
0.15%
Previous 0.15%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$36.74 - $41.49 $4,078 - $4,605
111 Added 1.65%
6,829 $263,000
Q2 2024

Aug 09, 2024

BUY
$33.88 - $39.67 $14,432 - $16,899
426 Added 6.77%
6,718 $250,000
Q1 2024

Apr 18, 2024

BUY
$34.18 - $38.66 $2,631 - $2,976
77 Added 1.24%
6,292 $233,000
Q4 2023

Jan 22, 2024

BUY
$32.59 - $37.64 $1,433 - $1,656
44 Added 0.71%
6,215 $232,000
Q3 2023

Oct 25, 2023

SELL
$34.04 - $43.1 $53,408 - $67,623
-1,569 Reduced 20.27%
6,171 $211,000
Q1 2023

May 04, 2023

SELL
$40.65 - $49.0 $12,195 - $14,700
-300 Reduced 3.73%
7,740 $337,000
Q4 2022

Jan 31, 2023

SELL
$39.73 - $48.74 $29,797 - $36,555
-750 Reduced 8.53%
8,040 $383,000
Q2 2022

Aug 15, 2022

SELL
$41.42 - $52.59 $1,408 - $1,788
-34 Reduced 0.39%
8,790 $403,000
Q1 2022

Apr 15, 2022

SELL
$44.8 - $53.13 $12,992 - $15,407
-290 Reduced 3.18%
8,824 $451,000
Q4 2021

Feb 11, 2022

SELL
$46.24 - $53.69 $28,807 - $33,448
-623 Reduced 6.4%
9,114 $489,000
Q1 2021

May 17, 2021

SELL
$41.5 - $48.72 $51,584 - $60,558
-1,243 Reduced 11.32%
9,737 $436,000
Q4 2020

Apr 09, 2021

BUY
$40.83 - $48.55 $448,313 - $533,079
10,980 New
10,980 $519,000

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 $10.6B
  • 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 Tower Wealth Partners, Inc. Portfolio

Follow Tower Wealth Partners, Inc. 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 Tower Wealth Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tower Wealth Partners, Inc. with notifications on news.