BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - ESSENTIAL UTILS INC ownership

ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 643 filers reported holding ESSENTIAL UTILS INC in Q4 2021. The put-call ratio across all filers is 0.32 and the average weighting 0.1%.

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q3 2023$117,615
-86.8%
3,426
-84.7%
0.03%
-86.4%
Q2 2023$891,989
+9.2%
22,350
+19.4%
0.24%
-3.7%
Q1 2023$816,822
-18.1%
18,713
-10.4%
0.24%
-25.1%
Q4 2022$997,223
+13.2%
20,893
-1.9%
0.33%
+3.8%
Q3 2022$881,000
-11.0%
21,300
-1.4%
0.32%
-5.4%
Q2 2022$990,000
-10.3%
21,6000.0%0.33%
+6.4%
Q1 2022$1,104,000
+454.8%
21,600
+482.2%
0.31%
+501.9%
Q4 2021$199,0003,7100.05%
Other shareholders
ESSENTIAL UTILS INC shareholders Q4 2021
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