TORTOISE CAPITAL ADVISORS, L.L.C. - ESSENTIAL UTILS INC ownership

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
TORTOISE CAPITAL ADVISORS, L.L.C. ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q3 2023$5,305,186
-14.0%
154,5350.0%0.08%
-13.8%
Q2 2023$6,167,493
-13.4%
154,535
-5.3%
0.09%
-12.1%
Q1 2023$7,125,426
-10.0%
163,240
-1.6%
0.11%
-10.1%
Q4 2022$7,915,305
+15.3%
165,835
-0.0%
0.12%
+10.2%
Q3 2022$6,864,000
-9.0%
165,879
+0.8%
0.11%
-8.5%
Q2 2022$7,544,000
+315.6%
164,528
+363.5%
0.12%
+391.7%
Q1 2022$1,815,000
-4.0%
35,496
+0.8%
0.02%
-17.2%
Q4 2021$1,890,000
+12.0%
35,201
-3.9%
0.03%
+7.4%
Q3 2021$1,688,000
+38.7%
36,628
+37.6%
0.03%
+50.0%
Q2 2021$1,217,000
+4.8%
26,624
+2.6%
0.02%
-5.3%
Q1 2021$1,161,000
-35.4%
25,952
-31.7%
0.02%
-45.7%
Q4 2020$1,796,000
+39.9%
37,985
+19.1%
0.04%
+34.6%
Q3 2020$1,284,000
-29.6%
31,900
-26.1%
0.03%
-10.3%
Q2 2020$1,823,000
-51.6%
43,167
-53.3%
0.03%
-17.1%
Q1 2020$3,764,00092,4960.04%
Other shareholders
ESSENTIAL UTILS INC shareholders Q3 2023
NameSharesValueWeighting ↓
Wills Financial Group, Inc. 157,683$6,882,8663.71%
Tandem Investment Advisors, Inc. 1,760,426$76,8433.68%
Costello Asset Management, INC 78,370$3,420,8513.52%
Silver Lake Advisory, LLC 106,200$4,635,6232.57%
Blossom Wealth Management 12,169$531,1612.16%
Zimmer Partners, LP 2,159,278$94,252,4851.93%
CANADA PENSION PLAN INVESTMENT BOARD 21,661,095$945,506,7971.50%
DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,516,958$109,865,2171.33%
Sonen Capital LLC 17,761$775,2681.32%
Thematics Asset Management 546,384$23,849,6621.30%
View complete list of ESSENTIAL UTILS INC shareholders