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 | $1,556,213 | +32.1% | 45,331 | +53.6% | 0.00% | +33.3% |
| Q2 2023 | $1,178,142 | +6.1% | 29,520 | +16.0% | 0.00% | 0.0% |
| Q1 2023 | $1,110,455 | -8.9% | 25,440 | -0.4% | 0.00% | -25.0% |
| Q4 2022 | $1,219,119 | -21.1% | 25,542 | -31.6% | 0.00% | -20.0% |
| Q3 2022 | $1,546,000 | -11.3% | 37,360 | -1.7% | 0.01% | 0.0% |
| Q2 2022 | $1,742,000 | -4.1% | 37,988 | +7.0% | 0.01% | +25.0% |
| Q1 2022 | $1,816,000 | +251.9% | 35,509 | +269.2% | 0.00% | +300.0% |
| Q4 2021 | $516,000 | +17.5% | 9,619 | +1.0% | 0.00% | 0.0% |
| Q3 2021 | $439,000 | +102.3% | 9,522 | +85.7% | 0.00% | 0.0% |
| Q2 2020 | $217,000 | +3.8% | 5,129 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $209,000 | – | 5,129 | – | 0.00% | – |
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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% |