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 | $4,268,454 | -14.3% | 124,373 | -0.4% | 0.98% | -8.3% |
| Q2 2023 | $4,980,403 | -10.2% | 124,823 | -1.7% | 1.06% | -13.3% |
| Q1 2023 | $5,544,115 | -9.7% | 127,014 | -1.3% | 1.23% | -11.7% |
| Q4 2022 | $6,140,439 | +15.6% | 128,677 | +0.2% | 1.39% | +7.8% |
| Q3 2022 | $5,312,000 | -9.7% | 128,387 | 0.0% | 1.29% | -4.2% |
| Q2 2022 | $5,885,000 | -10.3% | 128,387 | 0.0% | 1.34% | +1.4% |
| Q1 2022 | $6,564,000 | -5.1% | 128,387 | -0.4% | 1.33% | -0.3% |
| Q4 2021 | $6,918,000 | +14.9% | 128,869 | -1.4% | 1.33% | +6.1% |
| Q3 2021 | $6,023,000 | +0.2% | 130,739 | -0.6% | 1.25% | +0.8% |
| Q2 2021 | $6,013,000 | +8.1% | 131,573 | +5.8% | 1.24% | +2.7% |
| Q1 2021 | $5,564,000 | -8.2% | 124,341 | -3.0% | 1.21% | -10.0% |
| Q4 2020 | $6,063,000 | +17.1% | 128,218 | -0.3% | 1.35% | +7.7% |
| Q3 2020 | $5,178,000 | -7.3% | 128,647 | -2.7% | 1.25% | -12.2% |
| Q2 2020 | $5,584,000 | +4.1% | 132,242 | +0.4% | 1.42% | -7.7% |
| Q1 2020 | $5,363,000 | – | 131,766 | – | 1.54% | – |
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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% |