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 | $24,650 | -20.1% | 718 | -7.1% | 0.00% | -50.0% |
| Q2 2023 | $30,852 | -8.6% | 773 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $33,742 | -8.5% | 773 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $36,896 | +427.1% | 773 | +371.3% | 0.00% | – |
| Q3 2022 | $7,000 | -12.5% | 164 | 0.0% | 0.00% | – |
| Q2 2022 | $8,000 | +60.0% | 164 | +54.7% | 0.00% | – |
| Q1 2022 | $5,000 | -16.7% | 106 | 0.0% | 0.00% | – |
| Q4 2021 | $6,000 | +20.0% | 106 | 0.0% | 0.00% | – |
| Q3 2021 | $5,000 | 0.0% | 106 | 0.0% | 0.00% | – |
| Q2 2021 | $5,000 | 0.0% | 106 | 0.0% | 0.00% | – |
| Q1 2021 | $5,000 | 0.0% | 106 | 0.0% | 0.00% | – |
| Q4 2020 | $5,000 | – | 106 | – | 0.00% | – |
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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% |