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 | $4,848,048 | -14.4% | 141,219 | -0.4% | 0.18% | -12.3% |
| Q2 2023 | $5,661,353 | +994.2% | 141,853 | +1096.8% | 0.20% | +822.7% |
| Q1 2023 | $517,383 | -8.5% | 11,853 | 0.0% | 0.02% | -62.7% |
| Q4 2022 | $565,744 | +15.5% | 11,853 | 0.0% | 0.06% | +156.5% |
| Q3 2022 | $490,000 | -9.8% | 11,853 | 0.0% | 0.02% | -4.2% |
| Q2 2022 | $543,000 | -10.4% | 11,853 | 0.0% | 0.02% | +9.1% |
| Q1 2022 | $606,000 | -4.7% | 11,853 | 0.0% | 0.02% | -4.3% |
| Q4 2021 | $636,000 | +9.7% | 11,853 | -5.7% | 0.02% | 0.0% |
| Q3 2021 | $580,000 | +0.9% | 12,576 | 0.0% | 0.02% | +4.5% |
| Q2 2021 | $575,000 | +2.1% | 12,576 | 0.0% | 0.02% | +10.0% |
| Q1 2021 | $563,000 | -5.4% | 12,576 | 0.0% | 0.02% | -25.9% |
| Q4 2020 | $595,000 | +17.6% | 12,576 | 0.0% | 0.03% | +28.6% |
| Q3 2020 | $506,000 | -4.7% | 12,576 | 0.0% | 0.02% | -27.6% |
| Q2 2020 | $531,000 | -2.9% | 12,576 | -6.4% | 0.03% | -27.5% |
| Q1 2020 | $547,000 | – | 13,442 | – | 0.04% | – |
Download | ||||||
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% |