ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 653 filers reported holding ESSENTIAL UTILS INC in Q4 2022. The put-call ratio across all filers is 4.21 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $102,810,530 | +1.1% | 2,754,099 | +0.4% | 0.02% | -5.0% |
| Q1 2024 | $101,675,455 | -2.0% | 2,744,277 | -1.2% | 0.02% | -4.8% |
| Q4 2023 | $103,739,453 | +15.0% | 2,777,495 | +5.7% | 0.02% | +5.0% |
| Q3 2023 | $90,204,793 | -16.1% | 2,627,579 | -2.4% | 0.02% | -13.0% |
| Q2 2023 | $107,451,160 | -9.9% | 2,692,337 | -1.4% | 0.02% | -11.5% |
| Q1 2023 | $119,225,784 | -11.6% | 2,731,404 | -3.4% | 0.03% | -16.1% |
| Q4 2022 | $134,901,751 | +14.6% | 2,826,351 | -0.6% | 0.03% | +6.9% |
| Q3 2022 | $117,688,000 | -1.1% | 2,844,076 | +9.6% | 0.03% | +7.4% |
| Q2 2022 | $119,029,000 | -5.8% | 2,596,052 | +5.1% | 0.03% | +12.5% |
| Q1 2022 | $126,339,000 | -3.7% | 2,470,942 | +1.1% | 0.02% | 0.0% |
| Q4 2021 | $131,199,000 | +15.5% | 2,443,615 | -0.8% | 0.02% | +9.1% |
| Q3 2021 | $113,559,000 | -0.8% | 2,464,392 | -1.6% | 0.02% | 0.0% |
| Q2 2021 | $114,483,000 | +1.1% | 2,505,094 | -1.0% | 0.02% | -4.3% |
| Q1 2021 | $113,193,000 | -8.3% | 2,529,445 | -3.1% | 0.02% | -14.8% |
| Q4 2020 | $123,496,000 | +20.1% | 2,611,497 | +2.2% | 0.03% | +8.0% |
| Q3 2020 | $102,808,000 | -9.4% | 2,554,251 | -4.9% | 0.02% | -16.7% |
| Q2 2020 | $113,477,000 | +7.4% | 2,686,494 | +3.4% | 0.03% | -14.3% |
| Q1 2020 | $105,697,000 | – | 2,596,982 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tandem Investment Advisors, Inc. | 954,752 | $43,632,000 | 3.73% |
| Wills Financial Group, Inc. | 164,054 | $7,497,000 | 3.25% |
| Beck Bode, LLC | 253,110 | $11,567,000 | 3.19% |
| NUANCE INVESTMENTS, LLC | 2,909,025 | $132,942,000 | 2.37% |
| 44 WEALTH MANAGEMENT LLC | 116,303 | $5,315,000 | 2.04% |
| Silver Lake Advisory, LLC | 82,319 | $4,087,000 | 1.96% |
| FIRST NATIONAL CORP /MA/ /ADV | 204,379 | $8,920,000 | 1.28% |
| Addison Capital Co | 57,291 | $2,618,000 | 1.28% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 131,573 | $6,013,000 | 1.24% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 111,500 | $5,096,000 | 1.23% |