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 | $1,778,981 | -14.0% | 51,820 | 0.0% | 0.12% | +52.6% |
| Q2 2023 | $2,068,136 | -8.6% | 51,820 | 0.0% | 0.08% | +43.4% |
| Q1 2023 | $2,261,943 | -62.0% | 51,820 | -58.4% | 0.05% | -48.5% |
| Q4 2022 | $5,948,256 | +149.3% | 124,623 | +116.1% | 0.10% | +151.2% |
| Q3 2022 | $2,386,000 | -31.4% | 57,665 | -15.3% | 0.04% | -39.7% |
| Q1 2022 | $3,480,000 | -5.5% | 68,055 | -0.8% | 0.07% | -29.9% |
| Q4 2021 | $3,682,000 | +675.2% | 68,580 | +565.8% | 0.10% | +977.8% |
| Q3 2021 | $475,000 | -86.2% | 10,300 | -86.3% | 0.01% | -85.7% |
| Q2 2021 | $3,442,000 | -8.6% | 75,316 | -10.5% | 0.06% | -1.6% |
| Q1 2021 | $3,765,000 | -1.7% | 84,126 | +3.9% | 0.06% | -8.6% |
| Q4 2020 | $3,829,000 | -44.9% | 80,970 | -53.1% | 0.07% | -66.2% |
| Q3 2020 | $6,949,000 | +90.2% | 172,656 | +99.6% | 0.21% | +18.3% |
| Q2 2020 | $3,654,000 | – | 86,500 | – | 0.18% | – |
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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% |