ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 583 filers reported holding ESSENTIAL UTILS INC in Q1 2024. The put-call ratio across all filers is 2.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,562,254 | +5.1% | 95,426 | +4.4% | 0.00% | 0.0% |
| Q1 2024 | $3,387,796 | +63.4% | 91,439 | +64.7% | 0.00% | 0.0% |
| Q4 2023 | $2,073,873 | +9.4% | 55,525 | +0.5% | 0.00% | 0.0% |
| Q3 2023 | $1,896,095 | -12.2% | 55,231 | +2.1% | 0.00% | 0.0% |
| Q2 2023 | $2,158,490 | -1.5% | 54,084 | +7.7% | 0.00% | 0.0% |
| Q1 2023 | $2,191,702 | +0.2% | 50,211 | +9.5% | 0.00% | 0.0% |
| Q4 2022 | $2,187,778 | +14.4% | 45,837 | -0.8% | 0.00% | 0.0% |
| Q3 2022 | $1,913,000 | -1.0% | 46,224 | +9.7% | 0.00% | 0.0% |
| Q2 2022 | $1,932,000 | -0.6% | 42,128 | +10.9% | 0.00% | 0.0% |
| Q1 2022 | $1,943,000 | -6.1% | 38,002 | -1.4% | 0.00% | 0.0% |
| Q4 2021 | $2,069,000 | +21.1% | 38,527 | +3.9% | 0.00% | 0.0% |
| Q3 2021 | $1,709,000 | +1.7% | 37,094 | +0.8% | 0.00% | 0.0% |
| Q2 2021 | $1,681,000 | -14.6% | 36,791 | -16.4% | 0.00% | 0.0% |
| Q1 2021 | $1,969,000 | +4.5% | 44,001 | +10.4% | 0.00% | 0.0% |
| Q4 2020 | $1,884,000 | +45.3% | 39,845 | +23.7% | 0.00% | 0.0% |
| Q3 2020 | $1,297,000 | +5.2% | 32,213 | +10.4% | 0.00% | 0.0% |
| Q2 2020 | $1,233,000 | -12.6% | 29,180 | -15.8% | 0.00% | -50.0% |
| Q1 2020 | $1,410,000 | – | 34,655 | – | 0.00% | – |
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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% |