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 ↓ |
|---|---|---|---|
| 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% |