Financial Gravity Asset Management, Inc.
Position in WTRG — Essential Utilities, Inc.
CIK 1741736
Lakeway, TX
Position in WTRG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$402
+$364 QoQ
Shares Held
10
+900.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026Financial Gravity Asset Management, Inc. holds $1,214 across 5 Utilities - Regulated Water names. WTRG ranks #2 (33.1% of the industry book) .
All Filings in WTRG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $402 | 10 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $38 | 1 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $39 | 1 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $711 | 18 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $37 | 1 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $16 | 0 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $16 | 0 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $14 | 0 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,596 | 40 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $37 | 44 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,291 | 48 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||