WTRG Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 0.21%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $333,083.49

Essential Utilities Insider Trading History Chart

Essential Utilities Share Price & Price History

^$39.31

▼ -0.09 (-0.23%)

As of 05/16/2024 12:27 PM ET

Days: 30 | 90 | 365

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Essential Utilities Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
5/1/2024	Robert A. Rubin	CAO	Sell	2,023	$36.56	$73,960.88	13,358
4/1/2024	Robert A. Rubin	CAO	Sell	5,565	$37.21	$207,073.65	57,756
6/14/2023	Colleen Arnold	President	Sell	1,244	$41.84	$52,048.96	7,796
3/8/2023	Chris Franklin	CEO	Buy	37,245	$40.70	$1,515,871.50	37,245
11/28/2022	Ellen T. Ruff	Director	Sell	8,560	$47.96	$410,537.60	26,972
12/8/2021	Robert A. Rubin	CAO	Sell	1,954	$51.00	$99,654.00
8/30/2021	Daniel Schuller	EVP	Sell	2,000	$50.00	$100,000.00	41,684
8/5/2021	Chris Franklin	CEO	Sell	44,183	$50.00	$2,209,150.00	131,519
6/21/2021	Robert A. Rubin	CAO	Sell	2,200	$47.00	$103,400.00	71,825
5/27/2021	Robert A. Rubin	CAO	Sell	349	$48.00	$16,752.00	74,025

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SEC Filings (Institutional Ownership Changes) for Essential Utilities (NYSE:WTRG)

74.78% of Essential Utilities stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Essential Utilities Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/15/2024	Ascent Group LLC	7,661	$0.28M	0.0%	N/A	0.003%
5/15/2024	Public Employees Retirement System of Ohio	96,014	$3.56M	0.0%	-7.3%	0.035%
5/15/2024	Energy Income Partners LLC	726,500	$26.92M	0.6%	N/A	0.266%
5/15/2024	Price T Rowe Associates Inc. MD	139,534	$5.17M	0.0%	+12.1%	0.051%
5/15/2024	Epoch Investment Partners Inc.	1,249,134	$46.28M	0.2%	N/A	0.457%
5/15/2024	Truvestments Capital LLC	1,075	$40K	0.0%	-50.4%	0.000%
5/15/2024	Gabelli Funds LLC	559,950	$20.75M	0.2%	+11.6%	0.205%
5/14/2024	Advisors Asset Management Inc.	24,319	$0.90M	0.0%	-2.3%	0.009%
5/14/2024	EP Wealth Advisors LLC	8,575	$0.32M	0.0%	+39.5%	0.003%
5/14/2024	Delap Wealth Advisory LLC	5,462	$0.20M	0.1%	N/A	0.002%
5/14/2024	EntryPoint Capital LLC	2,336	$87K	0.1%	N/A	0.001%
5/14/2024	Natixis Investment Managers International	4,033	$0.15M	0.0%	-38.2%	0.001%
5/14/2024	Natixis	359,945	$13.34M	0.1%	-23.5%	0.132%
5/14/2024	CANADA LIFE ASSURANCE Co	359,539	$13.33M	0.0%	-54.3%	0.131%
5/14/2024	American International Group Inc.	332,823	$12.33M	0.0%	-1.9%	0.122%
5/13/2024	Delta Asset Management LLC TN	960	$36K	0.0%	-23.8%	0.000%
5/13/2024	UniSuper Management Pty Ltd	3,700	$0.14M	0.0%	+105.6%	0.001%
5/13/2024	O Shaughnessy Asset Management LLC	37,254	$1.38M	0.0%	+289.8%	0.014%
5/13/2024	Ameritas Investment Partners Inc.	95,677	$3.55M	0.1%	+2.8%	0.035%
5/11/2024	Jacobi Capital Management LLC	63,569	$2.36M	0.2%	+2.4%	0.023%
5/10/2024	TIAA Trust National Association	8,269	$0.31M	0.0%	-23.7%	0.003%
5/10/2024	Vanguard Group Inc.	27,909,921	$1.03B	0.0%	-0.3%	10.204%
5/10/2024	Intech Investment Management LLC	17,932	$0.66M	0.0%	+28.8%	0.007%
5/10/2024	Mitsubishi UFJ Trust & Banking Corp	375,768	$13.85M	0.0%	-19.9%	0.137%
5/10/2024	Lindenwold Advisors INC	7,622	$0.28M	0.2%	N/A	0.003%
5/9/2024	Trillium Asset Management LLC	65,523	$2.43M	0.1%	+8.7%	0.024%
5/9/2024	HBK Sorce Advisory LLC	8,064	$0.30M	0.0%	-7.7%	0.003%
5/9/2024	Mitsubishi UFJ Asset Management Co. Ltd.	152,120	$5.64M	0.0%	+24.7%	0.056%
5/9/2024	Texas Yale Capital Corp.	76,493	$2.83M	0.1%	+0.7%	0.028%
5/9/2024	State Board of Administration of Florida Retirement System	275,405	$10.20M	0.0%	+2.6%	0.101%
5/8/2024	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	306,588	$11.36M	0.0%	+231.2%	0.112%
5/8/2024	Bleakley Financial Group LLC	11,844	$0.44M	0.0%	N/A	0.004%
5/8/2024	ProShare Advisors LLC	859,854	$31.86M	0.1%	-6.4%	0.314%
5/8/2024	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	503,328	$18.65M	0.1%	+9.7%	0.184%
5/8/2024	Avantax Advisory Services Inc.	116,437	$4.31M	0.0%	+6.3%	0.043%
5/8/2024	US Bancorp DE	16,315	$0.60M	0.0%	-22.7%	0.006%
5/8/2024	Addison Capital Co	33,308	$1.23M	0.6%	+7.3%	0.012%
5/8/2024	Russell Investments Group Ltd.	64,910	$2.40M	0.0%	-17.4%	0.024%
5/8/2024	QRG Capital Management Inc.	12,016	$0.45M	0.0%	+13.3%	0.004%
5/7/2024	Meeder Advisory Services Inc.	6,506	$0.24M	0.0%	+5.5%	0.002%
5/7/2024	Choate Investment Advisors	7,804	$0.29M	0.0%	+28.4%	0.003%
5/7/2024	Sei Investments Co.	87,939	$3.26M	0.0%	-48.2%	0.032%
5/7/2024	Atomi Financial Group Inc.	10,496	$0.39M	0.0%	N/A	0.004%
5/7/2024	Susquehanna Fundamental Investments LLC	159,863	$5.92M	0.3%	N/A	0.058%
5/7/2024	Horizon Investment Services LLC	7,855	$0.29M	0.1%	+18.4%	0.003%
5/7/2024	Smithfield Trust Co	17,769	$0.66M	0.0%	+2.9%	0.006%
5/7/2024	Bernardo Wealth Planning LLC	20,560	$0.76M	0.2%	-1.4%	0.008%
5/7/2024	Swiss National Bank	777,600	$28.81M	0.0%	-0.7%	0.284%
5/7/2024	Forsta AP Fonden	62,400	$2.31M	0.0%	+22.1%	0.023%
5/7/2024	Mitsubishi UFJ Asset Management UK Ltd.	15,000	$0.56M	0.3%	N/A	0.005%
5/7/2024	Oppenheimer & Co. Inc.	7,297	$0.27M	0.0%	+13.9%	0.003%
5/7/2024	SG Americas Securities LLC	5,372	$0.20M	0.0%	-72.9%	0.002%
5/6/2024	Manchester Capital Management LLC	9,313	$0.35M	0.0%	+98.3%	0.003%
5/6/2024	TFG Advisers LLC	36,531	$1.35M	0.5%	-9.5%	0.013%
5/6/2024	Texas Permanent School Fund Corp	220,054	$8.15M	0.1%	+1.4%	0.080%
5/3/2024	BI Asset Management Fondsmaeglerselskab A S	18,341	$0.68M	0.0%	+126.8%	0.007%
5/3/2024	Whittier Trust Co. of Nevada Inc.	14,414	$0.53M	0.0%	-4.1%	0.005%
5/2/2024	Diversified LLC	10,821	$0.40M	0.1%	-7.2%	0.004%
5/2/2024	Mutual of America Capital Management LLC	149,813	$5.55M	0.1%	-3.4%	0.055%
5/2/2024	Daiwa Securities Group Inc.	22,208	$0.82M	0.0%	-6.3%	0.008%
5/2/2024	Nordea Investment Management AB	3,425,350	$126.16M	0.1%	+17,553.7%	1.252%
5/2/2024	Mendel Money Management	8,930	$0.33M	0.2%	-202.1%	0.003%
5/2/2024	Tokio Marine Asset Management Co. Ltd.	10,196	$0.38M	0.0%	+21.7%	0.004%
5/2/2024	Pullen Investment Management LLC	6,573	$0.24M	0.2%	N/A	0.002%
5/1/2024	Janney Montgomery Scott LLC	140,782	$5.22M	0.0%	+2.8%	0.051%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	19,334	$0.78M	0.0%	+24.8%	0.007%
5/1/2024	Bridgewater Advisors Inc.	47,070	$1.74M	0.3%	+16.7%	0.017%
5/1/2024	Sequoia Financial Advisors LLC	8,524	$0.32M	0.0%	+38.0%	0.003%
4/30/2024	Private Advisor Group LLC	108,854	$4.03M	0.0%	-1.9%	0.040%
4/30/2024	J.W. Cole Advisors Inc.	21,421	$0.79M	0.0%	+5.7%	0.008%
4/30/2024	Hartline Investment Corp	5,535	$0.21M	0.0%	N/A	0.002%
4/30/2024	Retirement Systems of Alabama	359,840	$13.33M	0.1%	+0.3%	0.132%
4/30/2024	Norden Group LLC	5,635	$0.21M	0.0%	N/A	0.002%
4/30/2024	Van ECK Associates Corp	62,437	$2.31M	0.0%	+2.6%	0.023%
4/30/2024	Mitchell Sinkler & Starr PA	18,702	$0.69M	0.2%	-52.1%	0.007%
4/30/2024	Arkadios Wealth Advisors	24,429	$0.91M	0.1%	-3.1%	0.009%
4/30/2024	Tandem Investment Advisors Inc.	2,010,380	$74.49M	2.9%	+7.7%	0.735%
4/30/2024	Caprock Group LLC	8,115	$0.30M	0.0%	+7.8%	0.003%
4/30/2024	Stock Yards Bank & Trust Co.	11,542	$0.43M	0.0%	-12.7%	0.004%
4/30/2024	Allspring Global Investments Holdings LLC	4,064	$0.15M	0.0%	-24.6%	0.001%
4/29/2024	Commonwealth Equity Services LLC	268,251	$9.94M	0.0%	+5.4%	0.098%
4/29/2024	Greenleaf Trust	7,449	$0.28M	0.0%	+18.4%	0.003%
4/29/2024	Principal Financial Group Inc.	1,120,066	$41.50M	0.0%	+3.1%	0.410%
4/29/2024	Mn Services Vermogensbeheer B.V.	105,000	$3.89M	0.0%	-8.6%	0.038%
4/29/2024	First National Bank & Trust Co. of Newtown	121,604	$4.50M	0.9%	-1.3%	0.044%
4/26/2024	Securian Asset Management Inc.	20,677	$0.77M	0.0%	-2.5%	0.008%
4/26/2024	BLB&B Advisors LLC	76,107	$2.82M	0.2%	-7.3%	0.028%
4/26/2024	Yousif Capital Management LLC	116,032	$4.30M	0.0%	-0.9%	0.042%
4/26/2024	YHB Investment Advisors Inc.	12,496	$0.46M	0.0%	-75.4%	0.005%
4/26/2024	First Personal Financial Services	43,674	$1.62M	0.4%	+1.1%	0.016%
4/25/2024	New York State Teachers Retirement System	320,500	$11.88M	0.0%	+0.5%	0.117%
4/25/2024	Zurcher Kantonalbank Zurich Cantonalbank	194,097	$7.19M	0.0%	-12.2%	0.071%
4/25/2024	Benedict Financial Advisors Inc.	75,191	$2.79M	0.7%	-0.8%	0.027%
4/25/2024	Cambridge Investment Research Advisors Inc.	78,558	$2.91M	0.0%	-0.9%	0.029%
4/24/2024	Krilogy Financial LLC	23,440	$0.87M	0.1%	+34.5%	0.009%
4/24/2024	CENTRAL TRUST Co	9,464	$0.35M	0.0%	+13.8%	0.003%
4/24/2024	Simplicity Wealth LLC	11,765	$0.44M	0.0%	N/A	0.004%
4/24/2024	First Pacific Financial	15,029	$0.56M	0.2%	+9.2%	0.005%
4/24/2024	Assenagon Asset Management S.A.	9,929	$0.37M	0.0%	+6.8%	0.004%
4/23/2024	Louisiana State Employees Retirement System	72,400	$2.68M	0.1%	+2.5%	0.026%

Data available starting January 2016

Essential Utilities, Inc., through its subsidiaries, operates regulated utilities that provide water, wastewater, or natural gas services in the United States. The company operates through Regulated Water and Regulated Natural Gas segments. It offers water services through operating and maintenance contract with municipal authorities and other parties. In addition, the company provides utility service line protection solutions and repair services to households. It serves approximately 5.5 million residential water, commercial water, fire protection, industrial water, wastewater, and other water and utility customers in Pennsylvania, Ohio, Texas, Illinois, North Carolina, New Jersey, Indiana, Virginia, and Kentucky under the Aqua and Peoples brands. The company was formerly known as Aqua America, Inc. and changed its name to Essential Utilities, Inc. in February 2020. Essential Utilities, Inc. was founded in 1886 and is headquartered in Bryn Mawr, Pennsylvania.

Today's Range

Now: $39.31

$39.19

$39.52

50 Day Range

MA: $36.52

$33.88

$39.39

52 Week Range

Now: $39.31

$32.07

$43.26

Volume

253,081 shs

Average Volume

1,742,979 shs

Market Capitalization

$10.75 billion

P/E Ratio

18.63

Dividend Yield

3.13%

Beta

0.8

Who are the company insiders with the largest holdings of Essential Utilities?: Essential Utilities' top insider shareholders include:
Robert A Rubin (CAO)
Chris Franklin (CEO)
Ellen T Ruff (Director)
Colleen Arnold (President)
Learn More about top insider investors at Essential Utilities.
Who are the major institutional investors of Essential Utilities?: Essential Utilities' top institutional shareholders include:
Vanguard Group Inc. — 10.20%
Nordea Investment Management AB — 1.25%
Tandem Investment Advisors Inc. — 0.74%
Epoch Investment Partners Inc. — 0.46%
Principal Financial Group Inc. — 0.41%
ProShare Advisors LLC — 0.31%
Learn More about top institutional investors of Essential Utilities stock.
Which major investors are selling Essential Utilities stock?: During the last quarter, WTRG stock was sold by these institutional investors:
CANADA LIFE ASSURANCE Co
Natixis
Farmers Trust Co.
Mitsubishi UFJ Trust & Banking Corp
Vanguard Group Inc.
Sei Investments Co.
ProShare Advisors LLC
YHB Investment Advisors Inc.
During the previous year, company insiders that have sold Essential Utilities company stock include:
Robert A Rubin (CAO)
Chris Franklin (CEO)
Learn More investors selling Essential Utilities stock.
Which major investors are buying Essential Utilities stock?: In the previous quarter, WTRG stock was purchased by institutional investors including:
Nordea Investment Management AB
Epoch Investment Partners Inc.
Energy Income Partners LLC
BNP PARIBAS ASSET MANAGEMENT Holding S.A.
Susquehanna Fundamental Investments LLC
Tandem Investment Advisors Inc.
Gabelli Funds LLC
Commonwealth of Pennsylvania Public School Empls Retrmt SYS