Birch Hill Investment Advisors LLC - 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
Birch Hill Investment Advisors LLC ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q3 2023$283,325
-14.0%
8,2530.0%0.02%
-10.5%
Q2 2023$329,377
-8.6%
8,2530.0%0.02%
-13.6%
Q1 2023$360,243
-8.5%
8,2530.0%0.02%
-12.0%
Q4 2022$393,916
+20.5%
8,253
+4.6%
0.02%
+13.6%
Q3 2022$327,000
-9.7%
7,8930.0%0.02%
-4.3%
Q2 2022$362,000
-10.4%
7,8930.0%0.02%
+4.5%
Q1 2022$404,000
-13.7%
7,893
-9.4%
0.02%
-4.3%
Q4 2021$468,000
+52.4%
8,711
+30.7%
0.02%
+43.8%
Q3 2021$307,000
+0.7%
6,6660.0%0.02%0.0%
Q2 2021$305,000
+2.3%
6,6660.0%0.02%
-5.9%
Q1 2021$298,000
-5.4%
6,6660.0%0.02%
-10.5%
Q4 2020$315,000
+17.5%
6,6660.0%0.02%
+5.6%
Q3 2020$268,000
-5.0%
6,6660.0%0.02%
-14.3%
Q2 2020$282,000
+4.1%
6,6660.0%0.02%
-12.5%
Q1 2020$271,0006,6660.02%
Other shareholders
ESSENTIAL UTILS INC shareholders Q3 2022
NameSharesValueWeighting ↓
Wills Financial Group, Inc. 157,683$6,882,8663.71%
Tandem Investment Advisors, Inc. 1,760,426$76,8433.68%
Costello Asset Management, INC 78,370$3,420,8513.52%
Silver Lake Advisory, LLC 106,200$4,635,6232.57%
Blossom Wealth Management 12,169$531,1612.16%
Zimmer Partners, LP 2,159,278$94,252,4851.93%
CANADA PENSION PLAN INVESTMENT BOARD 21,661,095$945,506,7971.50%
DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,516,958$109,865,2171.33%
Sonen Capital LLC 17,761$775,2681.32%
Thematics Asset Management 546,384$23,849,6621.30%
View complete list of ESSENTIAL UTILS INC shareholders