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 | $2,344,327 | -15.6% | 68,288 | -1.9% | 0.03% | -3.0% |
| Q2 2023 | $2,777,257 | -8.9% | 69,588 | -0.4% | 0.03% | -13.2% |
| Q1 2023 | $3,049,302 | -8.4% | 69,858 | +0.2% | 0.04% | -11.6% |
| Q4 2022 | $3,328,117 | +15.6% | 69,728 | +0.2% | 0.04% | +4.9% |
| Q3 2022 | $2,880,000 | -6.2% | 69,604 | +4.0% | 0.04% | -12.8% |
| Q2 2022 | $3,069,000 | -18.2% | 66,946 | -8.8% | 0.05% | +23.7% |
| Q1 2022 | $3,754,000 | -3.9% | 73,422 | +0.9% | 0.04% | -11.6% |
| Q4 2021 | $3,906,000 | +12.7% | 72,750 | -3.3% | 0.04% | +7.5% |
| Q3 2021 | $3,467,000 | -0.5% | 75,237 | -1.3% | 0.04% | +2.6% |
| Q2 2021 | $3,484,000 | +4.7% | 76,230 | +2.5% | 0.04% | 0.0% |
| Q1 2021 | $3,327,000 | -5.4% | 74,350 | 0.0% | 0.04% | -15.2% |
| Q4 2020 | $3,516,000 | +15.4% | 74,350 | -1.8% | 0.05% | +2.2% |
| Q3 2020 | $3,048,000 | -10.1% | 75,718 | -5.7% | 0.04% | -10.0% |
| Q2 2020 | $3,391,000 | -6.8% | 80,289 | -10.2% | 0.05% | -20.6% |
| Q1 2020 | $3,638,000 | – | 89,379 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Zimmer Partners, LP | 6,177,588 | $212,076,596 | 5.47% |
| Costello Asset Management, INC | 113,505 | $3,896,633 | 3.58% |
| Wills Financial Group, Inc. | 158,429 | $5,438,884 | 2.94% |
| Tandem Investment Advisors, Inc. | 1,966,687 | $67,516,365 | 2.85% |
| Silver Lake Advisory, LLC | 104,814 | $3,598 | 2.22% |
| Beck Bode, LLC | 233,847 | $8,027,970 | 2.05% |
| Sonen Capital LLC | 21,589 | $741,150 | 1.46% |
| Eaton Financial Holdings Company, LLC | 156,140 | $5,360,292 | 1.44% |
| Blossom Wealth Management | 12,889 | $442,467 | 1.42% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2,756,100 | $94,616,913 | 1.25% |