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 | $54,928 | -14.0% | 1,600 | 0.0% | 0.01% | -14.3% |
| Q2 2023 | $63,840 | -8.6% | 1,600 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $69,824 | +12.6% | 1,600 | +23.1% | 0.01% | 0.0% |
| Q4 2022 | $62,036 | +14.9% | 1,300 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $54,000 | -83.9% | 1,300 | -82.2% | 0.01% | -75.9% |
| Q2 2022 | $335,000 | -34.4% | 7,300 | -27.0% | 0.03% | -14.7% |
| Q1 2022 | $511,000 | +94.3% | 10,000 | +104.1% | 0.03% | +100.0% |
| Q4 2021 | $263,000 | -41.7% | 4,900 | -50.0% | 0.02% | -39.3% |
| Q3 2021 | $451,000 | -15.7% | 9,800 | -16.2% | 0.03% | -12.5% |
| Q2 2021 | $535,000 | +419.4% | 11,700 | +408.7% | 0.03% | +357.1% |
| Q1 2021 | $103,000 | -5.5% | 2,300 | 0.0% | 0.01% | -22.2% |
| Q4 2020 | $109,000 | +17.2% | 2,300 | 0.0% | 0.01% | -10.0% |
| Q3 2020 | $93,000 | -4.1% | 2,300 | 0.0% | 0.01% | -9.1% |
| Q2 2020 | $97,000 | +3.2% | 2,300 | 0.0% | 0.01% | -15.4% |
| Q1 2020 | $94,000 | – | 2,300 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Zimmer Partners, LP | 6,177,588 | $212,076,596 | 5.47% |
| Costello Asset Management, INC | 113,505 | $3,896,633 | 3.58% |
| Wills Financial Group, Inc. | 158,429 | $5,438,884 | 2.94% |
| Tandem Investment Advisors, Inc. | 1,966,687 | $67,516,365 | 2.85% |
| Silver Lake Advisory, LLC | 104,814 | $3,598 | 2.22% |
| Beck Bode, LLC | 233,847 | $8,027,970 | 2.05% |
| Sonen Capital LLC | 21,589 | $741,150 | 1.46% |
| Eaton Financial Holdings Company, LLC | 156,140 | $5,360,292 | 1.44% |
| Blossom Wealth Management | 12,889 | $442,467 | 1.42% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2,756,100 | $94,616,913 | 1.25% |