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 | $1,071 | -21.7% | 31,226 | -8.9% | 0.83% | -14.5% |
| Q2 2023 | $1,367 | -8.6% | 34,276 | 0.0% | 0.98% | -13.5% |
| Q1 2023 | $1,496 | -43.0% | 34,276 | -37.7% | 1.13% | -31.7% |
| Q4 2022 | $2,626 | -99.9% | 55,026 | -0.9% | 1.65% | +16.1% |
| Q3 2022 | $2,297,000 | -9.4% | 55,526 | +0.4% | 1.42% | -4.2% |
| Q2 2022 | $2,536,000 | -13.6% | 55,308 | -3.6% | 1.48% | +6.2% |
| Q1 2022 | $2,935,000 | -4.6% | 57,402 | +0.1% | 1.40% | +1.1% |
| Q4 2021 | $3,078,000 | +16.6% | 57,326 | +0.1% | 1.38% | +12.9% |
| Q3 2021 | $2,640,000 | +0.8% | 57,291 | 0.0% | 1.22% | -4.4% |
| Q2 2021 | $2,618,000 | +2.1% | 57,291 | 0.0% | 1.28% | -10.3% |
| Q1 2021 | $2,564,000 | -3.4% | 57,291 | +2.1% | 1.43% | -11.2% |
| Q4 2020 | $2,654,000 | +21.2% | 56,116 | +3.1% | 1.60% | +4.6% |
| Q3 2020 | $2,190,000 | -6.9% | 54,416 | -2.3% | 1.53% | -15.0% |
| Q2 2020 | $2,353,000 | +5.1% | 55,716 | +1.3% | 1.80% | +10.5% |
| Q1 2020 | $2,239,000 | – | 55,016 | – | 1.63% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coann Capital LLC | 171,374 | $9,201,000 | 5.02% |
| Tandem Investment Advisors, Inc. | 1,049,854 | $56,367,000 | 3.66% |
| Wills Financial Group, Inc. | 156,689 | $8,412,000 | 3.33% |
| Blossom Wealth Management | 9,085 | $488,000 | 2.40% |
| Silver Lake Advisory, LLC | 81,765 | $4,390,000 | 2.03% |
| FIRST NATIONAL CORP /MA/ /ADV | 140,060 | $7,520,000 | 1.68% |
| Electron Capital Partners, LLC | 540,449 | $29,017,000 | 1.49% |
| Cutter & CO Brokerage, Inc. | 98,125 | $5,268,000 | 1.44% |
| Addison Capital Co | 57,326 | $3,078,000 | 1.38% |
| ELCO Management Co., LLC | 34,841 | $1,871,000 | 1.34% |