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 | $2,131,893 | -34.1% | 62,100 | -23.4% | 0.13% | +53.7% |
| Q2 2023 | $3,236,701 | +48.0% | 81,100 | +61.9% | 0.08% | +43.9% |
| Q1 2023 | $2,186,865 | +139546.6% | 50,100 | +52.7% | 0.06% | +21.3% |
| Q4 2022 | $1,566 | -99.9% | 32,800 | -44.5% | 0.05% | -41.2% |
| Q3 2022 | $2,446,000 | -6.7% | 59,100 | +3.3% | 0.08% | +6.7% |
| Q2 2022 | $2,623,000 | +14.9% | 57,200 | +34.6% | 0.08% | +63.0% |
| Q4 2021 | $2,282,000 | -44.0% | 42,500 | -52.0% | 0.05% | -45.2% |
| Q3 2021 | $4,078,000 | +25.5% | 88,500 | +24.5% | 0.08% | +27.3% |
| Q2 2021 | $3,249,000 | +113.6% | 71,100 | +97.5% | 0.07% | +50.0% |
| Q2 2020 | $1,521,000 | -65.1% | 36,000 | -66.4% | 0.04% | -72.3% |
| Q1 2020 | $4,363,000 | – | 107,200 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wills Financial Group, Inc. | 157,683 | $6,882,866 | 3.71% |
| Tandem Investment Advisors, Inc. | 1,760,426 | $76,843 | 3.68% |
| Costello Asset Management, INC | 78,370 | $3,420,851 | 3.52% |
| Silver Lake Advisory, LLC | 106,200 | $4,635,623 | 2.57% |
| Blossom Wealth Management | 12,169 | $531,161 | 2.16% |
| Zimmer Partners, LP | 2,159,278 | $94,252,485 | 1.93% |
| CANADA PENSION PLAN INVESTMENT BOARD | 21,661,095 | $945,506,797 | 1.50% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2,516,958 | $109,865,217 | 1.33% |
| Sonen Capital LLC | 17,761 | $775,268 | 1.32% |
| Thematics Asset Management | 546,384 | $23,849,662 | 1.30% |