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 | $234,635 | -14.0% | 6,835 | 0.0% | 0.07% | -9.3% |
| Q2 2023 | $272,773 | -8.6% | 6,835 | 0.0% | 0.08% | -14.8% |
| Q1 2023 | $298,335 | -15.4% | 6,835 | -7.4% | 0.09% | -20.7% |
| Q4 2022 | $352,472 | +15.2% | 7,385 | 0.0% | 0.11% | +8.8% |
| Q3 2022 | $306,000 | -9.7% | 7,385 | 0.0% | 0.10% | -3.8% |
| Q2 2022 | $339,000 | -10.3% | 7,385 | 0.0% | 0.11% | +9.3% |
| Q1 2022 | $378,000 | -4.5% | 7,385 | 0.0% | 0.10% | +4.3% |
| Q4 2021 | $396,000 | +14.8% | 7,385 | -1.3% | 0.09% | +3.3% |
| Q3 2021 | $345,000 | +0.9% | 7,485 | 0.0% | 0.09% | 0.0% |
| Q2 2021 | $342,000 | +2.1% | 7,485 | 0.0% | 0.09% | -5.3% |
| Q1 2021 | $335,000 | -5.4% | 7,485 | 0.0% | 0.10% | -5.9% |
| Q4 2020 | $354,000 | +17.6% | 7,485 | 0.0% | 0.10% | +5.2% |
| Q3 2020 | $301,000 | -4.7% | 7,485 | 0.0% | 0.10% | -15.0% |
| Q2 2020 | $316,000 | +3.6% | 7,485 | 0.0% | 0.11% | -19.3% |
| Q1 2020 | $305,000 | – | 7,485 | – | 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% |