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 | $1,454,940 | -1.5% | 42,381 | +14.5% | 0.31% | +2.7% |
| Q2 2023 | $1,476,870 | +14.7% | 37,005 | +25.5% | 0.30% | +7.1% |
| Q1 2023 | $1,287,545 | -56.4% | 29,497 | -52.4% | 0.28% | -59.4% |
| Q4 2022 | $2,955,298 | +10.9% | 61,917 | -3.8% | 0.69% | +6.8% |
| Q3 2022 | $2,664,000 | +3.5% | 64,376 | +14.7% | 0.64% | +12.4% |
| Q2 2022 | $2,573,000 | -10.8% | 56,111 | -0.5% | 0.57% | +5.3% |
| Q1 2022 | $2,885,000 | -6.7% | 56,420 | -2.0% | 0.54% | +5.4% |
| Q4 2021 | $3,091,000 | +11.1% | 57,575 | -4.7% | 0.52% | +0.6% |
| Q3 2021 | $2,783,000 | +21.7% | 60,387 | +20.7% | 0.51% | +19.5% |
| Q2 2021 | $2,287,000 | +25.5% | 50,035 | +22.8% | 0.43% | +17.8% |
| Q1 2021 | $1,823,000 | +108.1% | 40,740 | +119.9% | 0.36% | +101.7% |
| Q4 2020 | $876,000 | +18.4% | 18,530 | +0.8% | 0.18% | +13.8% |
| Q3 2020 | $740,000 | +1.6% | 18,380 | +6.7% | 0.16% | -10.2% |
| Q2 2020 | $728,000 | +54.2% | 17,230 | +48.5% | 0.18% | +23.8% |
| Q1 2020 | $472,000 | – | 11,600 | – | 0.14% | – |
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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% |