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 | $3,171,964 | -35.8% | 92,396 | -25.3% | 0.13% | -31.7% |
| Q2 2023 | $4,937,434 | -9.0% | 123,714 | -0.5% | 0.19% | -13.5% |
| Q1 2023 | $5,427,428 | -2.0% | 124,340 | +5.6% | 0.22% | -3.2% |
| Q4 2022 | $5,539,899 | +20.6% | 117,711 | +6.0% | 0.22% | +7.8% |
| Q3 2022 | $4,593,000 | -7.9% | 111,030 | +2.1% | 0.21% | -4.2% |
| Q2 2022 | $4,987,000 | -9.6% | 108,798 | +0.8% | 0.22% | +8.6% |
| Q1 2022 | $5,515,000 | +26.0% | 107,894 | +32.3% | 0.20% | +33.8% |
| Q4 2021 | $4,376,000 | +20.2% | 81,528 | +3.2% | 0.15% | +11.3% |
| Q3 2021 | $3,641,000 | -0.2% | 79,026 | -1.1% | 0.13% | +1.5% |
| Q2 2021 | $3,650,000 | +3.3% | 79,905 | +2.3% | 0.13% | -3.0% |
| Q1 2021 | $3,535,000 | -4.9% | 78,141 | -0.6% | 0.14% | -20.6% |
| Q4 2020 | $3,716,000 | +17.2% | 78,602 | -0.3% | 0.17% | +18.1% |
| Q3 2020 | $3,171,000 | -5.2% | 78,808 | -0.5% | 0.14% | -9.4% |
| Q2 2020 | $3,345,000 | +9.3% | 79,218 | +5.3% | 0.16% | -8.6% |
| Q1 2020 | $3,059,000 | – | 75,204 | – | 0.17% | – |
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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% |