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 | $301,323 | -11.5% | 8,777 | +2.9% | 0.01% | -8.3% |
| Q2 2023 | $340,505 | -20.9% | 8,531 | -13.5% | 0.01% | -14.3% |
| Q1 2023 | $430,393 | -22.4% | 9,860 | -15.1% | 0.01% | -30.0% |
| Q4 2022 | $554,572 | +19.0% | 11,618 | +3.3% | 0.02% | +11.1% |
| Q3 2022 | $466,000 | +13.1% | 11,250 | +25.1% | 0.02% | +28.6% |
| Q2 2022 | $412,000 | -8.6% | 8,992 | +2.0% | 0.01% | 0.0% |
| Q1 2022 | $451,000 | -22.5% | 8,814 | -18.7% | 0.01% | -12.5% |
| Q4 2021 | $582,000 | +11.9% | 10,846 | -3.9% | 0.02% | 0.0% |
| Q3 2021 | $520,000 | -1.3% | 11,287 | -2.1% | 0.02% | 0.0% |
| Q2 2021 | $527,000 | -5.4% | 11,532 | -7.4% | 0.02% | -11.1% |
| Q1 2021 | $557,000 | -63.0% | 12,457 | -60.9% | 0.02% | -64.7% |
| Q4 2020 | $1,506,000 | +13.4% | 31,849 | -3.4% | 0.05% | -3.8% |
| Q3 2020 | $1,328,000 | -16.9% | 32,987 | -12.8% | 0.05% | -24.3% |
| Q2 2020 | $1,599,000 | +19.3% | 37,845 | +14.9% | 0.07% | -12.5% |
| Q1 2020 | $1,340,000 | – | 32,929 | – | 0.08% | – |
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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% |