ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 615 filers reported holding ESSENTIAL UTILS INC in Q2 2023. The put-call ratio across all filers is 2.20 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $103,677 | -14.0% | 3,020 | 0.0% | 0.01% | -12.5% |
| Q2 2023 | $120,528 | -8.6% | 3,020 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $131,823 | +47.3% | 3,020 | +61.1% | 0.01% | +28.6% |
| Q4 2022 | $89,494 | +14.7% | 1,875 | 0.0% | 0.01% | +16.7% |
| Q3 2022 | $78,000 | -9.3% | 1,875 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $86,000 | -14.9% | 1,875 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $101,000 | +17.4% | 1,875 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $86,000 | +2.4% | 1,875 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $84,000 | -5.6% | 1,875 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $89,000 | +18.7% | 1,875 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $75,000 | -25.0% | 1,875 | -21.1% | 0.01% | -30.0% |
| Q2 2020 | $100,000 | -14.5% | 2,375 | -17.4% | 0.01% | -9.1% |
| Q1 2020 | $117,000 | – | 2,875 | – | 0.01% | – |
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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% |