Gradient Investments LLC Essential Utilities, Inc. Transaction History

Gradient Investments LLC

$3.55 Billion
Q1 2024

A detailed history of Gradient Investments LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Gradient Investments LLC holds 1,008 shares of WTRG stock, worth $37,033. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,008

Previous 2,236 54.92%

Holding current value

$37,033

Previous $83,000 55.42%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$34.18 - $38.66 $41,973 - $47,474	-1,228 Reduced 54.92%	1,008 $37,000
Q4 2023 Jan 18, 2024	SELL	$32.59 - $37.64 $6,518 - $7,528	-200 Reduced 8.21%	2,236 $83,000
Q3 2023 Oct 27, 2023	SELL	$34.04 - $43.1 $8,816 - $11,162	-259 Reduced 9.61%	2,436 $83,000
Q2 2023 Jul 11, 2023	SELL	$39.47 - $45.03 $13.8 Million - $15.8 Million	-350,742 Reduced 99.24%	2,695 $107,000
Q1 2023 Apr 17, 2023	BUY	$40.65 - $49.0 $1.16 Million - $1.39 Million	28,436 Added 8.75%	353,437 $15.4 Million

Q4 2022 Jan 10, 2023	BUY	$39.73 - $48.74 $738,779 - $906,320	18,595 Added 6.07%	325,001 $0
Q3 2022 Oct 14, 2022	BUY	$41.38 - $52.37 $666,342 - $843,314	16,103 Added 5.55%	306,406 $12.7 Million
Q2 2022 Jul 11, 2022	BUY	$41.42 - $52.59 $389,265 - $494,240	9,398 Added 3.35%	290,303 $13.3 Million
Q1 2022 May 26, 2022	BUY	$44.8 - $53.13 $790,496 - $937,478	17,645 Added 6.7%	280,905 $14.4 Million
Q4 2021 Jan 12, 2022	BUY	$46.24 - $53.69 $479,185 - $556,389	10,363 Added 4.1%	263,260 $14.1 Million
Q3 2021 Oct 18, 2021	BUY	$46.08 - $51.15 $218,787 - $242,860	4,748 Added 1.91%	252,897 $11.7 Million
Q2 2021 Jul 12, 2021	BUY	$44.72 - $49.09 $594,731 - $652,847	13,299 Added 5.66%	248,149 $11.3 Million
Q1 2021 Apr 21, 2021	SELL	$41.5 - $48.72 $86,278 - $101,288	-2,079 Reduced 0.88%	234,850 $10.5 Million
Q4 2020 Jan 08, 2021	SELL	$40.83 - $48.55 $140,741 - $167,351	-3,447 Reduced 1.43%	236,929 $9.54 Million
Q3 2020 Oct 06, 2020	BUY	$38.53 - $47.81 $9.22 Million - $11.4 Million	239,335 Added 22990.87%	240,376 $9.68 Million
Q1 2020 Apr 07, 2020	BUY	$32.65 - $54.07 $33,988 - $56,286	1,041 New	1,041 $42,000

Others Institutions Holding WTRG

# of Institutions

627

Shares Held

211M

Call Options Held

59.7K

Put Options Held

120K

View Full List

About Essential Utilities, Inc.

Ticker WTRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Water
Shares Outstandng 262,291,008
Market Cap $9.64B
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...

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Gradient Investments LLC Essential Utilities, Inc. Transaction History