ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 640 filers reported holding ESSENTIAL UTILS INC in Q1 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $302,056 | +29.5% | 8,092 | +28.6% | 0.01% | +42.9% |
| Q1 2024 | $233,174 | +14.7% | 6,293 | +15.6% | 0.01% | -56.2% |
| Q4 2023 | $203,250 | -32.5% | 5,442 | -38.0% | 0.02% | +45.5% |
| 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 ↓ |
|---|---|---|---|
| Tandem Investment Advisors, Inc. | 954,752 | $43,632,000 | 3.73% |
| Wills Financial Group, Inc. | 164,054 | $7,497,000 | 3.25% |
| Beck Bode, LLC | 253,110 | $11,567,000 | 3.19% |
| NUANCE INVESTMENTS, LLC | 2,909,025 | $132,942,000 | 2.37% |
| 44 WEALTH MANAGEMENT LLC | 116,303 | $5,315,000 | 2.04% |
| Silver Lake Advisory, LLC | 82,319 | $4,087,000 | 1.96% |
| FIRST NATIONAL CORP /MA/ /ADV | 204,379 | $8,920,000 | 1.28% |
| Addison Capital Co | 57,291 | $2,618,000 | 1.28% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 131,573 | $6,013,000 | 1.24% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 111,500 | $5,096,000 | 1.23% |