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 | $225,033 | -25.3% | 6,555 | -13.1% | 0.01% | -25.0% |
| Q2 2023 | $301,121 | -15.8% | 7,545 | -7.9% | 0.02% | -27.3% |
| Q1 2023 | $357,581 | -57.4% | 8,192 | -53.4% | 0.02% | -59.3% |
| Q4 2022 | $839,762 | +8.2% | 17,594 | -6.1% | 0.05% | -3.6% |
| Q3 2022 | $776,000 | -7.5% | 18,744 | +2.5% | 0.06% | +5.7% |
| Q2 2022 | $839,000 | -16.8% | 18,289 | -7.2% | 0.05% | +26.2% |
| Q1 2022 | $1,008,000 | +1.4% | 19,717 | +6.5% | 0.04% | +27.3% |
| Q4 2021 | $994,000 | +17.6% | 18,514 | +1.0% | 0.03% | +17.9% |
| Q3 2021 | $845,000 | -8.7% | 18,329 | -9.6% | 0.03% | -9.7% |
| Q2 2021 | $926,000 | 0.0% | 20,265 | -2.0% | 0.03% | -13.9% |
| Q1 2021 | $926,000 | -7.7% | 20,688 | -2.4% | 0.04% | -18.2% |
| Q4 2020 | $1,003,000 | +15.2% | 21,200 | -2.1% | 0.04% | -2.2% |
| Q3 2020 | $871,000 | +10.1% | 21,647 | +15.7% | 0.04% | +2.3% |
| Q2 2020 | $791,000 | +4.6% | 18,715 | +0.8% | 0.04% | -22.8% |
| Q1 2020 | $756,000 | – | 18,566 | – | 0.06% | – |
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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% |