Jackson, Grant Investment Advisers, Inc. - ESSENTIAL UTILS INC ownership

ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 592 filers reported holding ESSENTIAL UTILS INC in Q4 2020. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.

Quarter-by-quarter ownership
Jackson, Grant Investment Advisers, Inc. ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q3 2023$58,190
-14.0%
1,6950.0%0.03%
-9.7%
Q2 2023$67,648
-8.6%
1,6950.0%0.03%
-11.4%
Q1 2023$73,987
-8.5%
1,6950.0%0.04%
-10.3%
Q4 2022$80,903
+15.6%
1,6950.0%0.04%
+5.4%
Q3 2022$70,000
-10.3%
1,6950.0%0.04%
-5.1%
Q2 2022$78,000
-10.3%
1,6950.0%0.04%
+5.4%
Q1 2022$87,000
-4.4%
1,6950.0%0.04%
-19.6%
Q4 2021$91,000
+16.7%
1,6950.0%0.05%
+31.4%
Q3 2021$78,000
+1.3%
1,6950.0%0.04%
+2.9%
Q2 2021$77,000
+1.3%
1,6950.0%0.03%
-2.9%
Q1 2021$76,000
-5.0%
1,6950.0%0.04%
-14.6%
Q4 2020$80,000
+17.6%
1,6950.0%0.04%0.0%
Q3 2020$68,000
-5.6%
1,6950.0%0.04%
-10.9%
Q2 2020$72,000
+4.3%
1,6950.0%0.05%
-9.8%
Q1 2020$69,0001,6950.05%
Other shareholders
ESSENTIAL UTILS INC shareholders Q4 2020
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