HEADINVEST, LLC - ESSENTIAL UTILS INC ownership

ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 635 filers reported holding ESSENTIAL UTILS INC in Q1 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.

Quarter-by-quarter ownership
HEADINVEST, LLC ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q3 2023$176,571
-15.0%
5,362
+23.3%
0.04%
-17.4%
Q4 2022$207,626
-6.5%
4,3500.0%0.05%
+9.5%
Q1 2022$222,000
-5.1%
4,3500.0%0.04%0.0%
Q4 2021$234,000
+17.0%
4,3500.0%0.04%
+10.5%
Q3 2021$200,000
-2.9%
4,3500.0%0.04%
-13.6%
Q4 2020$206,0004,3500.04%
Other shareholders
ESSENTIAL UTILS INC shareholders Q1 2022
NameSharesValueWeighting ↓
Zimmer Partners, LP 6,177,588$212,076,5965.47%
Costello Asset Management, INC 113,505$3,896,6333.58%
Wills Financial Group, Inc. 158,429$5,438,8842.94%
Tandem Investment Advisors, Inc. 1,966,687$67,516,3652.85%
Silver Lake Advisory, LLC 104,814$3,5982.22%
Beck Bode, LLC 233,847$8,027,9702.05%
Sonen Capital LLC 21,589$741,1501.46%
Eaton Financial Holdings Company, LLC 156,140$5,360,2921.44%
Blossom Wealth Management 12,889$442,4671.42%
DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,756,100$94,616,9131.25%
View complete list of ESSENTIAL UTILS INC shareholders