ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 583 filers reported holding ESSENTIAL UTILS INC in Q1 2024. The put-call ratio across all filers is 2.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $688 | -4.3% | 18,432 | -5.1% | 0.01% | -7.1% |
| Q1 2024 | $719 | +0.8% | 19,419 | +1.8% | 0.01% | -6.7% |
| Q4 2023 | $713 | +3.9% | 19,083 | -5.2% | 0.02% | -6.2% |
| Q3 2023 | $686 | -19.1% | 20,124 | 0.0% | 0.02% | -11.1% |
| Q2 2023 | $848 | -7.7% | 20,124 | -4.4% | 0.02% | -18.2% |
| Q1 2023 | $919 | -10.9% | 21,045 | -2.6% | 0.02% | -15.4% |
| Q4 2022 | $1,032 | -99.9% | 21,616 | +0.9% | 0.03% | +4.0% |
| Q3 2022 | $887,000 | -10.9% | 21,433 | -1.3% | 0.02% | -3.8% |
| Q2 2022 | $996,000 | -10.8% | 21,723 | -0.5% | 0.03% | +4.0% |
| Q1 2022 | $1,116,000 | -2.9% | 21,823 | +2.0% | 0.02% | 0.0% |
| Q4 2021 | $1,149,000 | +41.5% | 21,393 | +21.5% | 0.02% | +31.6% |
| Q3 2021 | $812,000 | +1.0% | 17,613 | +0.1% | 0.02% | 0.0% |
| Q2 2021 | $804,000 | +1.3% | 17,603 | -0.8% | 0.02% | -5.0% |
| Q1 2021 | $794,000 | -5.1% | 17,750 | +0.3% | 0.02% | -4.8% |
| Q4 2020 | $837,000 | +14.3% | 17,700 | -2.6% | 0.02% | 0.0% |
| Q3 2020 | $732,000 | -4.8% | 18,180 | -0.2% | 0.02% | -4.5% |
| Q2 2020 | $769,000 | +12.8% | 18,210 | +8.7% | 0.02% | -8.3% |
| Q1 2020 | $682,000 | – | 16,750 | – | 0.02% | – |
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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% |