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 | $784,509 | -18.0% | 22,852 | -4.7% | 0.02% | -15.0% |
| Q2 2023 | $956,962 | -3.4% | 23,978 | +5.6% | 0.02% | 0.0% |
| Q1 2023 | $991,117 | +5.7% | 22,706 | +15.6% | 0.02% | +5.3% |
| Q4 2022 | $937,417 | +40.3% | 19,640 | +21.6% | 0.02% | +35.7% |
| Q3 2022 | $668,000 | +15.0% | 16,155 | +27.5% | 0.01% | +27.3% |
| Q2 2022 | $581,000 | +43.8% | 12,670 | +60.3% | 0.01% | +83.3% |
| Q1 2022 | $404,000 | +54.2% | 7,903 | +61.8% | 0.01% | +50.0% |
| Q4 2021 | $262,000 | +111.3% | 4,883 | +81.5% | 0.00% | +100.0% |
| Q3 2021 | $124,000 | +14.8% | 2,691 | +14.0% | 0.00% | 0.0% |
| Q2 2021 | $108,000 | -0.9% | 2,361 | -3.1% | 0.00% | 0.0% |
| Q1 2021 | $109,000 | -5.2% | 2,436 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $115,000 | +12.7% | 2,436 | -3.5% | 0.00% | 0.0% |
| Q3 2020 | $102,000 | -6.4% | 2,524 | -1.9% | 0.00% | 0.0% |
| Q2 2020 | $109,000 | – | 2,572 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coann Capital LLC | 171,374 | $9,201,000 | 5.02% |
| Tandem Investment Advisors, Inc. | 1,049,854 | $56,367,000 | 3.66% |
| Wills Financial Group, Inc. | 156,689 | $8,412,000 | 3.33% |
| Blossom Wealth Management | 9,085 | $488,000 | 2.40% |
| Silver Lake Advisory, LLC | 81,765 | $4,390,000 | 2.03% |
| FIRST NATIONAL CORP /MA/ /ADV | 140,060 | $7,520,000 | 1.68% |
| Electron Capital Partners, LLC | 540,449 | $29,017,000 | 1.49% |
| Cutter & CO Brokerage, Inc. | 98,125 | $5,268,000 | 1.44% |
| Addison Capital Co | 57,326 | $3,078,000 | 1.38% |
| ELCO Management Co., LLC | 34,841 | $1,871,000 | 1.34% |