Essential Utilities, Inc. (WTRG)

Historical Portfolio Holders from 2016 to 2024

All holders as of
Q1 2024
Type / Class
Equity / COM
Shares, Excl. Options Q1 2024
$207M
Holdings value Q1 2024
$7.68B
Value change Q1 2024
+$264M
Grand Portfolio weight change Q1 2024
+0.001%
Number of holders
623
Number of Buys Q1 2024
254
Number of Sells Q1 2024
-250
Average Buys Q1 2024 %
+0.002%
Average Sells Q1 2024 %
-0.001%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Filings
Period Shares, Excl. Options Value, Excl. Options Change Price Filings
2024 Q1 207M $7.68B +$264M $37.05 564
2023 Q4 200M $7.48B +$172M $37.35 607
2023 Q3 193M $6.63B +$315M $34.33 567
2023 Q2 188M $7.51B +$56.6M $39.91 615
2023 Q1 187M $8.18B +$22.5M $43.65 641
2022 Q4 194M $9.25B +$347M $47.73 648
2022 Q3 189M $7.81B +$148M $41.38 629
2022 Q2 187M $8.54B +$372M $45.85 626
2022 Q1 181M $9.17B +$346M $51.13 636
2021 Q4 175M $9.41B +$255M $53.69 643
2021 Q3 171M $7.89B +$303K $46.08 591
2021 Q2 173M $7.89B +$70.1M $45.70 584
2021 Q1 173M $7.74B -$40.2M $44.75 596
2020 Q4 173M $8.16B +$239M $47.29 596
2020 Q3 172M $6.92B +$258M $40.25 568
2020 Q2 166M $7.01B +$137M $42.24 569
2020 Q1 165M $6.67B +$6.65B $40.70 577
2019 Q4 416K $19.5M +$19M $46.94 20
2019 Q3 8.52K $382K -$4.48K $44.83 3
2019 Q2 8.62K $358K $0 $41.37 3
2019 Q1 8.62K $317K +$53.7K $36.44 3
2018 Q4 7.22K $247K $0 $34.19 2
2018 Q3 7.22K $266K -$12.8K $36.90 2
2018 Q2 7.57K $266K -$3.52K $35.18 2
2018 Q1 7.67K $261K $0 $34.06 2
2017 Q4 7.67K $301K +$147K $39.23 2
2017 Q3 3.93K $130K $0 $33.19 2
2017 Q2 3.93K $131K -$3.33K $33.30 2
2017 Q1 4.03K $129K -$3.22K $32.15 2
2016 Q4 4.13K $124K +$7.39K $30.04 2
2016 Q3 3.88K $118K -$3.05K $30.48 2
2016 Q2 3.98K $142K -$3.57K $35.66 2
2016 Q1 4.08K $130K $0 $31.82 2