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 | $620,377 | -18.5% | 18,071 | -5.2% | 0.00% | 0.0% |
| Q2 2023 | $761,124 | -8.9% | 19,071 | -0.3% | 0.00% | 0.0% |
| Q1 2023 | $835,243 | -8.2% | 19,135 | +0.3% | 0.00% | 0.0% |
| Q4 2022 | $910,259 | +17.0% | 19,071 | +3.8% | 0.00% | 0.0% |
| Q3 2022 | $778,000 | -9.1% | 18,371 | -1.6% | 0.00% | 0.0% |
| Q2 2022 | $856,000 | -22.3% | 18,671 | -13.3% | 0.00% | 0.0% |
| Q1 2022 | $1,102,000 | -3.8% | 21,545 | +0.9% | 0.00% | 0.0% |
| Q4 2021 | $1,146,000 | +5.9% | 21,345 | -9.1% | 0.00% | 0.0% |
| Q3 2021 | $1,082,000 | -7.4% | 23,472 | -1.3% | 0.00% | 0.0% |
| Q2 2021 | $1,168,000 | -29.2% | 23,772 | -35.5% | 0.00% | -50.0% |
| Q1 2021 | $1,649,000 | -6.4% | 36,850 | -1.1% | 0.00% | 0.0% |
| Q4 2020 | $1,761,000 | +25.5% | 37,245 | +6.9% | 0.00% | 0.0% |
| Q3 2020 | $1,403,000 | +44.2% | 34,857 | +51.4% | 0.00% | +100.0% |
| Q2 2020 | $973,000 | +6.1% | 23,028 | +2.2% | 0.00% | -50.0% |
| Q1 2020 | $917,000 | – | 22,528 | – | 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% |