JFS WEALTH ADVISORS, LLC - ESSENTIAL UTILS INC ownership

ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 643 filers reported holding ESSENTIAL UTILS INC in Q4 2021. The put-call ratio across all filers is 0.32 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 2021
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