ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 635 filers reported holding ESSENTIAL UTILS INC in Q1 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,329,908 | -15.4% | 67,868 | -1.6% | 0.10% | -18.6% |
| Q2 2023 | $2,753,112 | -6.0% | 68,983 | +2.8% | 0.13% | -13.4% |
| Q1 2023 | $2,928,173 | -8.9% | 67,083 | -0.4% | 0.15% | -18.6% |
| Q4 2022 | $3,214,806 | +15.4% | 67,354 | 0.0% | 0.18% | +2.2% |
| Q3 2022 | $2,787,000 | -9.7% | 67,354 | 0.0% | 0.18% | -10.5% |
| Q2 2022 | $3,088,000 | -10.6% | 67,354 | -0.3% | 0.20% | +6.4% |
| Q1 2022 | $3,454,000 | -4.8% | 67,546 | 0.0% | 0.19% | +2.2% |
| Q4 2021 | $3,627,000 | +17.0% | 67,546 | +0.4% | 0.18% | +4.5% |
| Q3 2021 | $3,099,000 | +1.1% | 67,258 | +0.3% | 0.18% | +0.6% |
| Q2 2021 | $3,065,000 | +5.1% | 67,073 | +3.0% | 0.18% | -4.4% |
| Q1 2021 | $2,915,000 | -6.4% | 65,148 | -1.1% | 0.18% | -12.4% |
| Q4 2020 | $3,114,000 | +18.0% | 65,858 | +0.5% | 0.21% | +3.5% |
| Q3 2020 | $2,638,000 | -4.7% | 65,533 | 0.0% | 0.20% | -10.2% |
| Q2 2020 | $2,768,000 | +3.6% | 65,533 | -0.1% | 0.22% | -14.4% |
| Q1 2020 | $2,671,000 | – | 65,623 | – | 0.26% | – |
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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% |