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 | $3,101,956 | -15.1% | 90,357 | -1.3% | 0.01% | -6.7% |
| Q2 2023 | $3,653,721 | -22.0% | 91,549 | -14.7% | 0.02% | -28.6% |
| Q1 2023 | $4,683,252 | -12.9% | 107,291 | -3.4% | 0.02% | -19.2% |
| Q4 2022 | $5,377,809 | +21.4% | 111,108 | +3.8% | 0.03% | +13.0% |
| Q3 2022 | $4,430,000 | -8.5% | 107,065 | +1.4% | 0.02% | 0.0% |
| Q2 2022 | $4,841,000 | -11.8% | 105,587 | -1.6% | 0.02% | +9.5% |
| Q1 2022 | $5,488,000 | -4.2% | 107,339 | +0.1% | 0.02% | +5.0% |
| Q4 2021 | $5,731,000 | +8.7% | 107,202 | -6.3% | 0.02% | 0.0% |
| Q3 2021 | $5,274,000 | +5.3% | 114,466 | +4.4% | 0.02% | +5.3% |
| Q2 2021 | $5,010,000 | -2.0% | 109,648 | -4.0% | 0.02% | -5.0% |
| Q1 2021 | $5,112,000 | -15.7% | 114,252 | -13.1% | 0.02% | -20.0% |
| Q4 2020 | $6,066,000 | +2.0% | 131,482 | -11.0% | 0.02% | -7.4% |
| Q3 2020 | $5,945,000 | +19.5% | 147,732 | +25.5% | 0.03% | +12.5% |
| Q2 2020 | $4,974,000 | +3.8% | 117,733 | +0.1% | 0.02% | -14.3% |
| Q1 2020 | $4,790,000 | – | 117,668 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coann Capital LLC | 171,374 | $9,201,000 | 5.02% |
| Tandem Investment Advisors, Inc. | 1,049,854 | $56,367,000 | 3.66% |
| Wills Financial Group, Inc. | 156,689 | $8,412,000 | 3.33% |
| Blossom Wealth Management | 9,085 | $488,000 | 2.40% |
| Silver Lake Advisory, LLC | 81,765 | $4,390,000 | 2.03% |
| FIRST NATIONAL CORP /MA/ /ADV | 140,060 | $7,520,000 | 1.68% |
| Electron Capital Partners, LLC | 540,449 | $29,017,000 | 1.49% |
| Cutter & CO Brokerage, Inc. | 98,125 | $5,268,000 | 1.44% |
| Addison Capital Co | 57,326 | $3,078,000 | 1.38% |
| ELCO Management Co., LLC | 34,841 | $1,871,000 | 1.34% |