ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 574 filers reported holding ESSENTIAL UTILS INC in Q3 2023. The put-call ratio across all filers is 5.20 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $215,749 | -13.2% | 6,284 | +0.9% | 0.02% | -7.7% |
| Q2 2023 | $248,605 | -30.1% | 6,229 | -23.6% | 0.03% | -33.3% |
| Q1 2023 | $355,807 | -12.1% | 8,151 | -3.9% | 0.04% | -15.2% |
| Q4 2022 | $404,946 | +20.5% | 8,484 | +4.3% | 0.05% | +2.2% |
| Q3 2022 | $336,000 | -9.4% | 8,135 | +0.4% | 0.04% | -4.3% |
| Q2 2022 | $371,000 | -10.2% | 8,100 | +0.1% | 0.05% | +4.4% |
| Q1 2022 | $413,000 | -6.8% | 8,093 | -2.0% | 0.04% | -6.2% |
| Q4 2021 | $443,000 | -41.7% | 8,259 | -4.3% | 0.05% | 0.0% |
| Q3 2021 | $760,000 | +141.3% | 8,632 | +24.9% | 0.05% | +20.0% |
| Q2 2021 | $315,000 | +11.7% | 6,913 | +9.5% | 0.04% | -2.4% |
| Q1 2021 | $282,000 | -2.8% | 6,312 | +2.8% | 0.04% | -8.9% |
| Q4 2020 | $290,000 | +18.9% | 6,139 | +1.2% | 0.04% | +9.8% |
| Q3 2020 | $244,000 | -19.7% | 6,068 | -15.7% | 0.04% | -25.5% |
| Q2 2020 | $304,000 | -46.2% | 7,200 | -48.2% | 0.06% | -51.3% |
| Q1 2020 | $565,000 | – | 13,900 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Zimmer Partners, LP | 6,177,588 | $212,076,596 | 5.47% |
| Costello Asset Management, INC | 113,505 | $3,896,633 | 3.58% |
| Wills Financial Group, Inc. | 158,429 | $5,438,884 | 2.94% |
| Tandem Investment Advisors, Inc. | 1,966,687 | $67,516,365 | 2.85% |
| Silver Lake Advisory, LLC | 104,814 | $3,598 | 2.22% |
| Beck Bode, LLC | 233,847 | $8,027,970 | 2.05% |
| Sonen Capital LLC | 21,589 | $741,150 | 1.46% |
| Eaton Financial Holdings Company, LLC | 156,140 | $5,360,292 | 1.44% |
| Blossom Wealth Management | 12,889 | $442,467 | 1.42% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2,756,100 | $94,616,913 | 1.25% |