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 | $371,451 | -14.0% | 10,820 | 0.0% | 0.01% | -14.3% |
| Q2 2023 | $431,827 | -7.4% | 10,820 | +1.2% | 0.01% | -12.5% |
| Q1 2023 | $466,487 | -16.4% | 10,687 | -8.6% | 0.01% | -20.0% |
| Q4 2022 | $557,821 | +15.3% | 11,687 | 0.0% | 0.01% | +11.1% |
| Q3 2022 | $484,000 | -11.0% | 11,687 | -1.5% | 0.01% | -10.0% |
| Q2 2022 | $544,000 | -9.0% | 11,863 | +1.5% | 0.01% | +11.1% |
| Q1 2022 | $598,000 | -21.5% | 11,687 | -17.6% | 0.01% | -18.2% |
| Q4 2021 | $762,000 | +16.5% | 14,187 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $654,000 | +0.8% | 14,187 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $649,000 | +2.2% | 14,187 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $635,000 | -5.4% | 14,187 | 0.0% | 0.01% | -7.7% |
| Q4 2020 | $671,000 | +17.3% | 14,187 | 0.0% | 0.01% | +8.3% |
| Q3 2020 | $572,000 | -4.5% | 14,187 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $599,000 | +3.6% | 14,187 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $578,000 | – | 14,187 | – | 0.02% | – |
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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% |