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 | $29,102,571 | -5.9% | 847,730 | +9.4% | 0.09% | +1.1% |
| Q2 2023 | $30,936,396 | -7.4% | 775,154 | +1.3% | 0.09% | -11.8% |
| Q1 2023 | $33,400,194 | -13.2% | 765,182 | -5.1% | 0.10% | -24.4% |
| Q4 2022 | $38,471,955 | +69.0% | 806,033 | +46.5% | 0.14% | +55.2% |
| Q3 2022 | $22,763,000 | -0.5% | 550,087 | +10.3% | 0.09% | +14.5% |
| Q2 2022 | $22,873,000 | -8.4% | 498,875 | +2.1% | 0.08% | +40.7% |
| Q1 2022 | $24,980,000 | -0.8% | 488,544 | +4.1% | 0.05% | +10.2% |
| Q4 2021 | $25,189,000 | +30.3% | 469,162 | +11.8% | 0.05% | -9.3% |
| Q3 2021 | $19,336,000 | +1.7% | 419,612 | +0.9% | 0.05% | -3.6% |
| Q2 2021 | $19,009,000 | +14.3% | 415,958 | +11.9% | 0.06% | +7.7% |
| Q1 2021 | $16,630,000 | -2.1% | 371,627 | +3.4% | 0.05% | -17.5% |
| Q4 2020 | $16,990,000 | +31.0% | 359,281 | +11.5% | 0.06% | +5.0% |
| Q3 2020 | $12,974,000 | +2.6% | 322,337 | +7.7% | 0.06% | -11.8% |
| Q2 2020 | $12,643,000 | +8.3% | 299,310 | +4.4% | 0.07% | -19.0% |
| Q1 2020 | $11,673,000 | – | 286,802 | – | 0.08% | – |
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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% |