PATHSTONE FAMILY OFFICE, LLC - ESSENTIAL UTILS INC ownership

ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 588 filers reported holding ESSENTIAL UTILS INC in Q3 2021. The put-call ratio across all filers is 0.60 and the average weighting 0.1%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q3 2023$337,305
+60.8%
9,825
+86.9%
0.00%0.0%
Q2 2023$209,768
-28.1%
5,256
-21.5%
0.00%
-40.0%
Q1 2023$291,946
-61.3%
6,699
-62.5%
0.01%
-16.7%
Q4 2022$753,515
-34.8%
17,856
-36.1%
0.01%
-40.0%
Q3 2022$1,155,913
+110.1%
27,941
+133.0%
0.01%
-16.7%
Q2 2022$550,283
-48.2%
11,992
-31.6%
0.01%
-52.0%
Q1 2022$1,062,000
+18.7%
17,535
+5.2%
0.02%
+13.6%
Q4 2021$895,000
+6.5%
16,663
-8.6%
0.02%
-12.0%
Q3 2021$840,000
+70.7%
18,235
+69.4%
0.02%
+66.7%
Q2 2021$492,000
+23.0%
10,763
+20.4%
0.02%
+7.1%
Q1 2021$400,000
+148.4%
8,936
+162.4%
0.01%
+100.0%
Q4 2020$161,0003,4050.01%
Other shareholders
ESSENTIAL UTILS INC shareholders Q3 2021
NameSharesValueWeighting ↓
Zimmer Partners, LP 6,177,588$212,076,5965.47%
Costello Asset Management, INC 113,505$3,896,6333.58%
Wills Financial Group, Inc. 158,429$5,438,8842.94%
Tandem Investment Advisors, Inc. 1,966,687$67,516,3652.85%
Silver Lake Advisory, LLC 104,814$3,5982.22%
Beck Bode, LLC 233,847$8,027,9702.05%
Sonen Capital LLC 21,589$741,1501.46%
Eaton Financial Holdings Company, LLC 156,140$5,360,2921.44%
Blossom Wealth Management 12,889$442,4671.42%
DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,756,100$94,616,9131.25%
View complete list of ESSENTIAL UTILS INC shareholders