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 ↓ |
|---|---|---|---|
| Wills Financial Group, Inc. | 157,683 | $6,882,866 | 3.71% |
| Tandem Investment Advisors, Inc. | 1,760,426 | $76,843 | 3.68% |
| Costello Asset Management, INC | 78,370 | $3,420,851 | 3.52% |
| Silver Lake Advisory, LLC | 106,200 | $4,635,623 | 2.57% |
| Blossom Wealth Management | 12,169 | $531,161 | 2.16% |
| Zimmer Partners, LP | 2,159,278 | $94,252,485 | 1.93% |
| CANADA PENSION PLAN INVESTMENT BOARD | 21,661,095 | $945,506,797 | 1.50% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2,516,958 | $109,865,217 | 1.33% |
| Sonen Capital LLC | 17,761 | $775,268 | 1.32% |
| Thematics Asset Management | 546,384 | $23,849,662 | 1.30% |