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 | $1,124,960 | -18.5% | 32,769 | -5.2% | 0.00% | 0.0% |
| Q2 2023 | $1,379,569 | -10.4% | 34,567 | -2.0% | 0.00% | -25.0% |
| Q1 2023 | $1,539,361 | -10.0% | 35,266 | -1.6% | 0.00% | -20.0% |
| Q4 2022 | $1,710,214 | +5.3% | 35,831 | -8.7% | 0.01% | 0.0% |
| Q3 2022 | $1,624,000 | -53.2% | 39,238 | -48.2% | 0.01% | -44.4% |
| Q2 2022 | $3,471,000 | +64.4% | 75,694 | +83.3% | 0.01% | +80.0% |
| Q1 2022 | $2,111,000 | -2.0% | 41,290 | +2.9% | 0.01% | +25.0% |
| Q4 2021 | $2,155,000 | +14.4% | 40,135 | -1.8% | 0.00% | 0.0% |
| Q3 2021 | $1,883,000 | -4.1% | 40,856 | -4.9% | 0.00% | 0.0% |
| Q2 2021 | $1,964,000 | +13.2% | 42,967 | +10.8% | 0.00% | +33.3% |
| Q1 2021 | $1,735,000 | -20.9% | 38,764 | -16.4% | 0.00% | -25.0% |
| Q4 2020 | $2,193,000 | +12.8% | 46,374 | -4.0% | 0.00% | -20.0% |
| Q3 2020 | $1,944,000 | -14.3% | 48,298 | -10.1% | 0.01% | -16.7% |
| Q2 2020 | $2,268,000 | +1.4% | 53,702 | -2.2% | 0.01% | -14.3% |
| Q1 2020 | $2,236,000 | – | 54,929 | – | 0.01% | – |
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% |