CAPTRUST FINANCIAL ADVISORS - ESSENTIAL UTILS INC ownership

ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 635 filers reported holding ESSENTIAL UTILS INC in Q1 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q3 2023$252,921
-13.1%
7,367
+1.0%
0.00%0.0%
Q2 2023$291,213
+8.2%
7,297
+18.4%
0.00%0.0%
Q1 2023$269,024
-35.2%
6,163
-29.1%
0.00%
-50.0%
Q4 2022$414,945
+19.2%
8,694
+3.3%
0.00%0.0%
Q3 2022$348,000
-6.2%
8,420
+4.1%
0.00%0.0%
Q2 2022$371,000
+24.9%
8,085
+39.3%
0.00%0.0%
Q1 2022$297,000
-19.5%
5,806
-15.5%
0.00%
-33.3%
Q4 2021$369,000
+21.0%
6,875
+3.9%
0.00%0.0%
Q3 2021$305,000
-9.5%
6,618
-10.3%
0.00%0.0%
Q2 2021$337,000
-23.9%
7,378
-25.5%
0.00%
-40.0%
Q1 2021$443,000
+3.7%
9,897
+9.7%
0.01%
-16.7%
Q4 2020$427,000
+42.8%
9,024
+23.4%
0.01%
+20.0%
Q3 2020$299,000
-7.4%
7,311
-2.0%
0.01%0.0%
Q2 2020$323,000
+19.2%
7,457
+6.3%
0.01%
-16.7%
Q1 2020$271,0007,0130.01%
Other shareholders
ESSENTIAL UTILS INC shareholders Q1 2023
NameSharesValueWeighting ↓
Wills Financial Group, Inc. 157,683$6,882,8663.71%
Tandem Investment Advisors, Inc. 1,760,426$76,8433.68%
Costello Asset Management, INC 78,370$3,420,8513.52%
Silver Lake Advisory, LLC 106,200$4,635,6232.57%
Blossom Wealth Management 12,169$531,1612.16%
Zimmer Partners, LP 2,159,278$94,252,4851.93%
CANADA PENSION PLAN INVESTMENT BOARD 21,661,095$945,506,7971.50%
DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,516,958$109,865,2171.33%
Sonen Capital LLC 17,761$775,2681.32%
Thematics Asset Management 546,384$23,849,6621.30%
View complete list of ESSENTIAL UTILS INC shareholders