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 | $3,322,560 | -21.5% | 96,783 | -8.7% | 0.03% | -12.1% |
| Q2 2023 | $4,231,378 | -13.6% | 106,023 | -5.6% | 0.03% | -19.5% |
| Q1 2023 | $4,900,149 | -18.8% | 112,260 | -11.2% | 0.04% | -22.6% |
| Q4 2022 | $6,035,936 | +21.3% | 126,460 | +5.2% | 0.05% | +15.2% |
| Q3 2022 | $4,974,000 | +33.5% | 120,200 | +47.9% | 0.05% | +58.6% |
| Q2 2022 | $3,726,000 | -19.8% | 81,259 | -10.6% | 0.03% | +3.6% |
| Q1 2022 | $4,647,000 | +32.2% | 90,900 | +38.8% | 0.03% | +55.6% |
| Q4 2021 | $3,516,000 | +41.8% | 65,493 | +21.8% | 0.02% | +20.0% |
| Q3 2021 | $2,479,000 | +38.0% | 53,782 | +36.8% | 0.02% | +36.4% |
| Q2 2021 | $1,797,000 | -0.6% | 39,323 | -2.6% | 0.01% | -8.3% |
| Q1 2021 | $1,807,000 | -68.8% | 40,376 | -67.1% | 0.01% | -66.7% |
| Q4 2020 | $5,796,000 | +7.5% | 122,559 | -8.5% | 0.04% | -7.7% |
| Q3 2020 | $5,391,000 | -9.1% | 133,948 | -4.6% | 0.04% | -15.2% |
| Q2 2020 | $5,928,000 | +145.6% | 140,344 | +136.7% | 0.05% | +91.7% |
| Q1 2020 | $2,414,000 | – | 59,282 | – | 0.02% | – |
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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% |