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 | $210,065 | -39.3% | 6,119 | -29.4% | 0.00% | 0.0% |
| Q2 2023 | $345,980 | -8.6% | 8,669 | 0.0% | 0.00% | -33.3% |
| Q1 2023 | $378,402 | +91301.4% | 8,669 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $414 | -99.9% | 8,669 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $359,000 | -10.7% | 8,669 | -1.1% | 0.00% | 0.0% |
| Q2 2022 | $402,000 | -10.3% | 8,769 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $448,000 | -4.9% | 8,769 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $471,000 | +4.7% | 8,769 | -10.2% | 0.00% | 0.0% |
| Q3 2021 | $450,000 | -1.3% | 9,769 | -2.0% | 0.00% | -25.0% |
| Q2 2021 | $456,000 | +1.1% | 9,969 | -1.0% | 0.00% | 0.0% |
| Q1 2021 | $451,000 | -7.4% | 10,069 | -2.2% | 0.00% | -20.0% |
| Q4 2020 | $487,000 | +17.6% | 10,294 | 0.0% | 0.01% | +25.0% |
| Q3 2020 | $414,000 | +45.3% | 10,294 | +52.4% | 0.00% | +33.3% |
| Q2 2020 | $285,000 | +3.6% | 6,753 | 0.0% | 0.00% | -25.0% |
| Q1 2020 | $275,000 | – | 6,753 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wills Financial Group, Inc. | 157,683 | $6,882,866 | 3.71% |
| Tandem Investment Advisors, Inc. | 1,760,426 | $76,843 | 3.68% |
| Costello Asset Management, INC | 78,370 | $3,420,851 | 3.52% |
| Silver Lake Advisory, LLC | 106,200 | $4,635,623 | 2.57% |
| Blossom Wealth Management | 12,169 | $531,161 | 2.16% |
| Zimmer Partners, LP | 2,159,278 | $94,252,485 | 1.93% |
| CANADA PENSION PLAN INVESTMENT BOARD | 21,661,095 | $945,506,797 | 1.50% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2,516,958 | $109,865,217 | 1.33% |
| Sonen Capital LLC | 17,761 | $775,268 | 1.32% |
| Thematics Asset Management | 546,384 | $23,849,662 | 1.30% |