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 | $1,110,369 | +25.4% | 32,344 | +45.8% | 0.34% | +36.3% |
| Q2 2023 | $885,443 | -9.6% | 22,186 | -1.1% | 0.25% | -13.4% |
| Q1 2023 | $979,550 | +4.8% | 22,441 | +14.6% | 0.29% | -3.7% |
| Q4 2022 | $934,553 | +26.3% | 19,580 | +9.5% | 0.30% | +4.9% |
| Q3 2022 | $740,000 | +5.9% | 17,880 | +17.2% | 0.29% | +11.7% |
| Q2 2022 | $699,000 | -10.4% | 15,250 | 0.0% | 0.26% | +5.3% |
| Q1 2022 | $780,000 | +0.6% | 15,250 | +5.6% | 0.24% | +6.1% |
| Q4 2021 | $775,000 | +11.8% | 14,438 | -3.9% | 0.23% | -63.3% |
| Q3 2021 | $693,000 | -8.7% | 15,031 | -9.5% | 0.63% | -9.1% |
| Q2 2021 | $759,000 | +0.1% | 16,610 | -1.9% | 0.69% | -6.1% |
| Q1 2021 | $758,000 | -8.9% | 16,934 | -3.8% | 0.74% | -7.4% |
| Q4 2020 | $832,000 | +22.5% | 17,599 | +4.3% | 0.79% | +15.1% |
| Q3 2020 | $679,000 | -3.8% | 16,877 | +1.0% | 0.69% | -13.9% |
| Q2 2020 | $706,000 | +3.8% | 16,717 | 0.0% | 0.80% | -9.9% |
| Q1 2020 | $680,000 | – | 16,717 | – | 0.89% | – |
Download | ||||||
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% |