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 | $426 | -13.9% | 12,395 | 0.0% | 0.04% | -6.4% |
| Q2 2023 | $495 | -8.5% | 12,395 | 0.0% | 0.05% | -14.5% |
| Q1 2023 | $541 | -22.9% | 12,395 | -15.7% | 0.06% | -26.7% |
| Q4 2022 | $702 | -99.9% | 14,699 | -7.5% | 0.08% | +1.4% |
| Q3 2022 | $658,000 | -9.7% | 15,895 | 0.0% | 0.07% | -1.3% |
| Q2 2022 | $729,000 | -12.3% | 15,895 | -2.2% | 0.08% | +13.6% |
| Q1 2022 | $831,000 | -4.5% | 16,245 | +0.3% | 0.07% | +4.8% |
| Q4 2021 | $870,000 | +16.9% | 16,195 | +0.3% | 0.06% | +14.5% |
| Q3 2021 | $744,000 | +0.8% | 16,145 | 0.0% | 0.06% | +7.8% |
| Q2 2021 | $738,000 | +2.2% | 16,145 | 0.0% | 0.05% | -8.9% |
| Q1 2021 | $722,000 | -5.4% | 16,145 | 0.0% | 0.06% | -9.7% |
| Q4 2020 | $763,000 | +10.6% | 16,145 | -5.8% | 0.06% | -7.5% |
| Q3 2020 | $690,000 | -4.7% | 17,145 | 0.0% | 0.07% | -11.8% |
| Q2 2020 | $724,000 | -9.6% | 17,145 | -12.8% | 0.08% | -24.8% |
| Q1 2020 | $801,000 | – | 19,672 | – | 0.10% | – |
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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% |