ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 14 filers reported holding ESSENTIAL UTILS INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $773,709 | -13.9% | 22,544 | +0.0% | 0.01% | -12.5% |
| Q2 2023 | $899,105 | -8.6% | 22,534 | 0.0% | 0.02% | -11.1% |
| Q1 2023 | $983,607 | -10.9% | 22,534 | -2.6% | 0.02% | -14.3% |
| Q4 2022 | $1,103,905 | +15.4% | 23,133 | 0.0% | 0.02% | +5.0% |
| Q3 2022 | $957,000 | -9.7% | 23,133 | 0.0% | 0.02% | -4.8% |
| Q2 2022 | $1,060,000 | -10.4% | 23,133 | 0.0% | 0.02% | +5.0% |
| Q1 2022 | $1,183,000 | -4.8% | 23,133 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $1,242,000 | +19.8% | 23,133 | +2.8% | 0.02% | +5.3% |
| Q3 2021 | $1,037,000 | +0.8% | 22,508 | 0.0% | 0.02% | +5.6% |
| Q2 2021 | $1,029,000 | +2.2% | 22,508 | 0.0% | 0.02% | -10.0% |
| Q1 2021 | $1,007,000 | -5.4% | 22,508 | 0.0% | 0.02% | -13.0% |
| Q4 2020 | $1,064,000 | +17.4% | 22,508 | 0.0% | 0.02% | +4.5% |
| Q3 2020 | $906,000 | -4.7% | 22,508 | 0.0% | 0.02% | -15.4% |
| Q2 2020 | $951,000 | +3.8% | 22,508 | 0.0% | 0.03% | -13.3% |
| Q1 2020 | $916,000 | – | 22,508 | – | 0.03% | – |
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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% |