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 | $214,563 | -14.0% | 6,250 | 0.0% | 0.05% | -9.3% |
| Q2 2023 | $249,438 | -8.6% | 6,250 | 0.0% | 0.05% | -12.9% |
| Q1 2023 | $272,813 | -8.5% | 6,250 | 0.0% | 0.06% | -7.5% |
| Q4 2022 | $298,313 | +15.2% | 6,250 | 0.0% | 0.07% | +1.5% |
| Q3 2022 | $259,000 | -9.8% | 6,250 | 0.0% | 0.07% | -7.0% |
| Q2 2022 | $287,000 | -10.3% | 6,250 | 0.0% | 0.07% | +2.9% |
| Q1 2022 | $320,000 | -4.8% | 6,250 | 0.0% | 0.07% | -1.4% |
| Q4 2021 | $336,000 | +16.7% | 6,250 | 0.0% | 0.07% | +4.5% |
| Q3 2021 | $288,000 | +0.7% | 6,250 | 0.0% | 0.07% | -1.5% |
| Q2 2021 | $286,000 | +2.1% | 6,250 | 0.0% | 0.07% | 0.0% |
| Q1 2021 | $280,000 | -5.4% | 6,250 | 0.0% | 0.07% | -16.0% |
| Q4 2020 | $296,000 | +17.5% | 6,250 | 0.0% | 0.08% | -3.6% |
| Q3 2020 | $252,000 | -0.8% | 6,250 | 0.0% | 0.08% | -9.7% |
| Q1 2020 | $254,000 | – | 6,250 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Zimmer Partners, LP | 6,177,588 | $212,076,596 | 5.47% |
| Costello Asset Management, INC | 113,505 | $3,896,633 | 3.58% |
| Wills Financial Group, Inc. | 158,429 | $5,438,884 | 2.94% |
| Tandem Investment Advisors, Inc. | 1,966,687 | $67,516,365 | 2.85% |
| Silver Lake Advisory, LLC | 104,814 | $3,598 | 2.22% |
| Beck Bode, LLC | 233,847 | $8,027,970 | 2.05% |
| Sonen Capital LLC | 21,589 | $741,150 | 1.46% |
| Eaton Financial Holdings Company, LLC | 156,140 | $5,360,292 | 1.44% |
| Blossom Wealth Management | 12,889 | $442,467 | 1.42% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2,756,100 | $94,616,913 | 1.25% |