Financial Architects, Inc - ESSENTIAL UTILS INC ownership

ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 629 filers reported holding ESSENTIAL UTILS INC in Q3 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.1%.

Quarter-by-quarter ownership
Financial Architects, Inc ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q2 2023$868,868
-10.9%
21,771
-2.6%
0.13%
-16.6%
Q1 2023$975,694
-10.1%
22,353
-1.7%
0.16%
-12.8%
Q4 2022$1,085,176
+15.4%
22,736
+0.1%
0.18%
+9.8%
Q3 2022$940,000
-19.0%
22,721
+0.1%
0.16%
-1.2%
Q1 2022$1,160,000
-11.9%
22,692
-7.4%
0.17%
-6.7%
Q4 2021$1,316,000
+16.7%
24,504
+0.1%
0.18%
+8.5%
Q3 2021$1,128,000
+0.3%
24,486
-0.5%
0.16%
+1.2%
Q2 2021$1,125,000
+2.0%
24,613
-0.1%
0.16%
-6.4%
Q1 2021$1,103,000
-4.4%
24,637
+0.9%
0.17%
-18.8%
Q4 2020$1,154,000
+17.5%
24,412
+0.1%
0.21%
-1.8%
Q3 2020$982,000
-11.0%
24,399
-6.6%
0.22%
-14.6%
Q2 2020$1,103,000
-1.2%
26,120
-4.7%
0.25%
-17.0%
Q1 2020$1,116,00027,4130.31%
Other shareholders
ESSENTIAL UTILS INC shareholders Q3 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