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 | $212,606 | -8.2% | 6,193 | +6.7% | 0.01% | 0.0% |
| Q2 2023 | $231,678 | -36.9% | 5,805 | -31.0% | 0.01% | -42.9% |
| Q1 2023 | $366,966 | +10.8% | 8,407 | +21.2% | 0.02% | 0.0% |
| Q4 2022 | $331,198 | +27.9% | 6,939 | +10.9% | 0.02% | +16.7% |
| Q3 2022 | $259,000 | +3.2% | 6,258 | +14.4% | 0.02% | +5.9% |
| Q2 2022 | $251,000 | -37.1% | 5,471 | -29.9% | 0.02% | -26.1% |
| Q1 2022 | $399,000 | +2.0% | 7,807 | +7.3% | 0.02% | +4.5% |
| Q4 2021 | $391,000 | +9.8% | 7,277 | -5.9% | 0.02% | 0.0% |
| Q3 2021 | $356,000 | -0.8% | 7,734 | -1.5% | 0.02% | 0.0% |
| Q2 2021 | $359,000 | +22.5% | 7,850 | +19.8% | 0.02% | 0.0% |
| Q1 2021 | $293,000 | -24.1% | 6,554 | -19.7% | 0.02% | -15.4% |
| Q4 2020 | $386,000 | +7.8% | 8,166 | -8.3% | 0.03% | -18.8% |
| Q3 2020 | $358,000 | +5.0% | 8,903 | +10.2% | 0.03% | 0.0% |
| Q2 2020 | $341,000 | +1.2% | 8,079 | -2.5% | 0.03% | -15.8% |
| Q1 2020 | $337,000 | – | 8,284 | – | 0.04% | – |
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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% |