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 | $49,188,297 | -5.3% | 1,432,808 | +10.1% | 0.06% | -1.7% |
| Q2 2023 | $51,935,880 | -14.1% | 1,301,325 | -6.0% | 0.06% | -15.7% |
| Q1 2023 | $60,436,000 | +11.0% | 1,384,559 | +21.4% | 0.07% | +7.7% |
| Q4 2022 | $54,456,301 | +11.3% | 1,140,924 | -3.5% | 0.06% | +3.2% |
| Q3 2022 | $48,940,000 | -11.5% | 1,182,690 | -1.9% | 0.06% | -7.4% |
| Q2 2022 | $55,301,000 | -14.2% | 1,206,130 | -4.3% | 0.07% | +3.0% |
| Q1 2022 | $64,431,000 | -10.7% | 1,260,146 | -6.2% | 0.07% | -5.7% |
| Q4 2021 | $72,166,000 | +28.3% | 1,344,136 | +10.1% | 0.07% | +16.7% |
| Q3 2021 | $56,253,000 | +28.4% | 1,220,780 | +27.3% | 0.06% | +27.7% |
| Q2 2021 | $43,810,000 | +9.4% | 958,650 | +7.1% | 0.05% | -2.1% |
| Q1 2021 | $40,048,000 | -52.2% | 894,852 | -49.5% | 0.05% | -56.8% |
| Q4 2020 | $83,787,000 | +10.4% | 1,771,780 | -6.0% | 0.11% | -9.0% |
| Q3 2020 | $75,893,000 | +8.4% | 1,885,533 | +13.8% | 0.12% | +0.8% |
| Q2 2020 | $70,005,000 | +13.0% | 1,657,310 | +8.9% | 0.12% | -13.6% |
| Q1 2020 | $61,928,000 | – | 1,521,563 | – | 0.14% | – |
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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% |