JFS WEALTH ADVISORS, LLC - 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
JFS WEALTH ADVISORS, LLC ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q3 2023$12,256
-29.9%
357
-18.5%
0.00%
-50.0%
Q2 2023$17,481
-3.5%
438
+5.5%
0.00%0.0%
Q1 2023$18,115
-19.1%
415
-11.5%
0.00%0.0%
Q4 2022$22,385
+17.8%
469
+1.3%
0.00%0.0%
Q3 2022$19,000
+5.6%
463
+18.1%
0.00%0.0%
Q2 2022$18,000
-18.2%
392
-8.8%
0.00%0.0%
Q1 2022$22,000
+10.0%
430
+16.5%
0.00%0.0%
Q4 2021$20,000
+33.3%
369
+15.3%
0.00%0.0%
Q3 2021$15,0000.0%3200.0%0.00%0.0%
Q2 2021$15,000
+7.1%
3200.0%0.00%
-33.3%
Q1 2021$14,000
-6.7%
3200.0%0.00%0.0%
Q4 2020$15,000
+15.4%
3200.0%0.00%0.0%
Q3 2020$13,000
-7.1%
3200.0%0.00%
-25.0%
Q2 2020$14,000
+7.7%
3200.0%0.00%0.0%
Q1 2020$13,0003200.00%
Other shareholders
ESSENTIAL UTILS INC shareholders Q4 2020
NameSharesValueWeighting ↓
Wills Financial Group, Inc. 157,683$6,882,8663.71%
Tandem Investment Advisors, Inc. 1,760,426$76,8433.68%
Costello Asset Management, INC 78,370$3,420,8513.52%
Silver Lake Advisory, LLC 106,200$4,635,6232.57%
Blossom Wealth Management 12,169$531,1612.16%
Zimmer Partners, LP 2,159,278$94,252,4851.93%
CANADA PENSION PLAN INVESTMENT BOARD 21,661,095$945,506,7971.50%
DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,516,958$109,865,2171.33%
Sonen Capital LLC 17,761$775,2681.32%
Thematics Asset Management 546,384$23,849,6621.30%
View complete list of ESSENTIAL UTILS INC shareholders