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 | $744 | -31.7% | 21,679 | -20.5% | 0.00% | -33.3% |
| Q2 2023 | $1,089 | +16.7% | 27,278 | +27.6% | 0.00% | 0.0% |
| Q1 2023 | $933 | -31.9% | 21,381 | -25.6% | 0.00% | -40.0% |
| Q4 2022 | $1,371 | -99.9% | 28,723 | +17.8% | 0.01% | +25.0% |
| Q3 2022 | $1,009,000 | +11.9% | 24,378 | +23.9% | 0.00% | 0.0% |
| Q2 2022 | $902,000 | -53.3% | 19,669 | -47.9% | 0.00% | -42.9% |
| Q1 2022 | $1,932,000 | +72.0% | 37,787 | +80.7% | 0.01% | +75.0% |
| Q4 2021 | $1,123,000 | +10.1% | 20,916 | -5.5% | 0.00% | 0.0% |
| Q3 2021 | $1,020,000 | +4.8% | 22,131 | +4.0% | 0.00% | -20.0% |
| Q2 2021 | $973,000 | +34.2% | 21,281 | +31.3% | 0.01% | +25.0% |
| Q1 2021 | $725,000 | -12.1% | 16,209 | -7.0% | 0.00% | -20.0% |
| Q4 2020 | $825,000 | +39.8% | 17,436 | +19.0% | 0.01% | +25.0% |
| Q3 2020 | $590,000 | -3.8% | 14,657 | +1.0% | 0.00% | 0.0% |
| Q2 2020 | $613,000 | +20.7% | 14,507 | +16.3% | 0.00% | 0.0% |
| Q1 2020 | $508,000 | – | 12,476 | – | 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% |