Gradient Investments LLC - ESSENTIAL UTILS INC ownership

ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 635 filers reported holding ESSENTIAL UTILS INC in Q1 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q3 2023$83,613
-22.3%
2,436
-9.6%
0.00%
-33.3%
Q2 2023$107,552
-99.3%
2,695
-99.2%
0.00%
-99.3%
Q1 2023$15,427,513
-0.5%
353,437
+8.7%
0.42%
-13.9%
Q4 2022$15,512,293
+22.3%
325,001
+6.1%
0.49%
+26.0%
Q3 2022$12,679,000
-4.7%
306,406
+5.5%
0.39%
-0.3%
Q2 2022$13,310,000
-7.3%
290,303
+3.3%
0.39%
+5.4%
Q1 2022$14,363,000
+1.6%
280,905
+6.7%
0.37%
+3.1%
Q4 2021$14,134,000
+21.3%
263,260
+4.1%
0.36%
+9.5%
Q3 2021$11,654,000
+2.8%
252,897
+1.9%
0.33%
-1.5%
Q2 2021$11,340,000
+7.9%
248,149
+5.7%
0.33%
-2.9%
Q1 2021$10,510,000
+10.2%
234,850
-0.9%
0.34%
-15.6%
Q4 2020$9,536,000
-1.4%
236,929
-1.4%
0.40%
-0.2%
Q3 2020$9,675,000
+21888.6%
240,376
+22990.9%
0.41%
+20200.0%
Q2 2020$44,000
+4.8%
1,0410.0%0.00%0.0%
Q1 2020$42,0001,0410.00%
Other shareholders
ESSENTIAL UTILS INC shareholders Q1 2023
NameSharesValueWeighting ↓
Zimmer Partners, LP 6,177,588$212,076,5965.47%
Costello Asset Management, INC 113,505$3,896,6333.58%
Wills Financial Group, Inc. 158,429$5,438,8842.94%
Tandem Investment Advisors, Inc. 1,966,687$67,516,3652.85%
Silver Lake Advisory, LLC 104,814$3,5982.22%
Beck Bode, LLC 233,847$8,027,9702.05%
Sonen Capital LLC 21,589$741,1501.46%
Eaton Financial Holdings Company, LLC 156,140$5,360,2921.44%
Blossom Wealth Management 12,889$442,4671.42%
DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,756,100$94,616,9131.25%
View complete list of ESSENTIAL UTILS INC shareholders