Carroll Financial Associates, Inc. - ESSENTIAL UTILS INC ownership

ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 592 filers reported holding ESSENTIAL UTILS INC in Q4 2020. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q4 2021$123,000
+13.9%
2,3550.0%0.01%
+16.7%
Q3 2021$108,000
+0.9%
2,355
+0.1%
0.01%0.0%
Q2 2021$107,000
-31.0%
2,353
-32.4%
0.01%
-40.0%
Q1 2021$155,000
-6.1%
3,480
-0.6%
0.01%
-9.1%
Q4 2020$165,000
+17.9%
3,501
-0.0%
0.01%0.0%
Q3 2020$140,000
-4.8%
3,502
+0.1%
0.01%
-8.3%
Q2 2020$147,000
+3.5%
3,500
+0.1%
0.01%
-14.3%
Q1 2020$142,0003,4970.01%
Other shareholders
ESSENTIAL UTILS INC shareholders Q4 2020
NameSharesValueWeighting ↓
Zimmer Partners, LP 6,177,588$212,076,5965.47%
Costello Asset Management, INC 113,505$3,896,6333.58%
Wills Financial Group, Inc. 158,429$5,438,8842.94%
Tandem Investment Advisors, Inc. 1,966,687$67,516,3652.85%
Silver Lake Advisory, LLC 104,814$3,5982.22%
Beck Bode, LLC 233,847$8,027,9702.05%
Sonen Capital LLC 21,589$741,1501.46%
Eaton Financial Holdings Company, LLC 156,140$5,360,2921.44%
Blossom Wealth Management 12,889$442,4671.42%
DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,756,100$94,616,9131.25%
View complete list of ESSENTIAL UTILS INC shareholders