ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 615 filers reported holding ESSENTIAL UTILS INC in Q2 2023. The put-call ratio across all filers is 2.20 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,683,424 | -15.8% | 369,456 | -2.1% | 0.04% | -11.9% |
| Q2 2023 | $15,056,487 | +493.3% | 377,261 | +548.9% | 0.04% | +500.0% |
| Q1 2023 | $2,537,942 | -6.9% | 58,143 | +1.8% | 0.01% | -22.2% |
| Q4 2022 | $2,725,288 | -13.7% | 57,098 | -25.2% | 0.01% | -10.0% |
| Q3 2022 | $3,159,000 | +25.7% | 76,351 | +39.3% | 0.01% | +25.0% |
| Q2 2022 | $2,513,000 | -17.0% | 54,800 | -7.4% | 0.01% | +14.3% |
| Q1 2022 | $3,027,000 | +25.3% | 59,200 | +31.6% | 0.01% | +16.7% |
| Q4 2021 | $2,416,000 | +29.8% | 45,000 | +11.4% | 0.01% | 0.0% |
| Q3 2021 | $1,862,000 | -13.9% | 40,400 | -14.6% | 0.01% | 0.0% |
| Q2 2021 | $2,162,000 | -1.6% | 47,300 | -3.7% | 0.01% | -14.3% |
| Q1 2021 | $2,197,000 | -8.9% | 49,100 | -3.7% | 0.01% | 0.0% |
| Q4 2020 | $2,412,000 | -5.3% | 51,000 | -19.4% | 0.01% | -22.2% |
| Q3 2020 | $2,548,000 | -0.9% | 63,300 | +3.9% | 0.01% | 0.0% |
| Q2 2020 | $2,572,000 | +17.4% | 60,900 | +13.2% | 0.01% | -10.0% |
| Q1 2020 | $2,190,000 | – | 53,800 | – | 0.01% | – |
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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% |