Creative Planning - ESSENTIAL UTILS INC ownership

ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 634 filers reported holding ESSENTIAL UTILS INC in Q3 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q2 2024$3,021,492
-1.9%
80,940
-2.6%
0.00%0.0%
Q1 2024$3,079,338
+9.2%
83,113
+10.0%
0.00%
-40.0%
Q4 2023$2,820,861
-4.7%
75,525
-12.4%
0.01%
+25.0%
Q3 2023$2,959,791
+76.1%
86,216
+104.7%
0.00%
+100.0%
Q2 2023$1,680,685
-15.7%
42,112
-7.8%
0.00%
-33.3%
Q1 2023$1,993,351
-8.6%
45,667
-0.1%
0.00%0.0%
Q4 2022$2,180,801
+22.0%
45,690
+5.8%
0.00%0.0%
Q3 2022$1,787,000
-8.5%
43,189
+1.4%
0.00%0.0%
Q2 2022$1,953,000
-13.8%
42,602
-3.9%
0.00%
-25.0%
Q1 2022$2,266,000
+8.8%
44,309
+14.3%
0.00%
+33.3%
Q4 2021$2,082,000
-41.4%
38,773
-49.7%
0.00%
-50.0%
Q3 2021$3,552,000
+7.2%
77,092
+6.3%
0.01%0.0%
Q2 2021$3,313,000
-9.1%
72,492
-11.0%
0.01%
-14.3%
Q1 2021$3,646,000
-8.6%
81,471
-3.3%
0.01%
-22.2%
Q4 2020$3,987,000
+18.6%
84,289
+1.7%
0.01%0.0%
Q3 2020$3,363,000
+2.4%
82,860
+6.5%
0.01%
-10.0%
Q2 2020$3,285,000
+3.5%
77,780
-0.2%
0.01%
-9.1%
Q1 2020$3,173,00077,9580.01%
Other shareholders
ESSENTIAL UTILS INC shareholders Q3 2022
NameSharesValueWeighting ↓
Tandem Investment Advisors, Inc. 954,752$43,632,0003.73%
Wills Financial Group, Inc. 164,054$7,497,0003.25%
Beck Bode, LLC 253,110$11,567,0003.19%
NUANCE INVESTMENTS, LLC 2,909,025$132,942,0002.37%
44 WEALTH MANAGEMENT LLC 116,303$5,315,0002.04%
Silver Lake Advisory, LLC 82,319$4,087,0001.96%
FIRST NATIONAL CORP /MA/ /ADV 204,379$8,920,0001.28%
Addison Capital Co 57,291$2,618,0001.28%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 131,573$6,013,0001.24%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 111,500$5,096,0001.23%
View complete list of ESSENTIAL UTILS INC shareholders