ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 615 filers reported holding ESSENTIAL UTILS INC in Q2 2023. The put-call ratio across all filers is 2.20 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $530,845 | -14.0% | 15,463 | 0.0% | 0.36% | -10.3% |
| Q2 2023 | $617,128 | -8.6% | 15,463 | 0.0% | 0.41% | -12.8% |
| Q1 2023 | $674,960 | -8.5% | 15,463 | 0.0% | 0.47% | -12.4% |
| Q4 2022 | $738,049 | +15.3% | 15,463 | 0.0% | 0.53% | +4.7% |
| Q3 2022 | $640,000 | -20.1% | 15,463 | -11.5% | 0.51% | -15.2% |
| Q2 2022 | $801,000 | -10.3% | 17,463 | 0.0% | 0.60% | +2.0% |
| Q1 2022 | $893,000 | -4.8% | 17,463 | 0.0% | 0.59% | -1.8% |
| Q4 2021 | $938,000 | +16.5% | 17,463 | 0.0% | 0.60% | +4.5% |
| Q3 2021 | $805,000 | -2.4% | 17,463 | -3.3% | 0.57% | +1.8% |
| Q2 2021 | $825,000 | +2.1% | 18,052 | 0.0% | 0.56% | -2.9% |
| Q1 2021 | $808,000 | -5.4% | 18,052 | 0.0% | 0.58% | -13.2% |
| Q4 2020 | $854,000 | +17.5% | 18,052 | 0.0% | 0.67% | +8.6% |
| Q3 2020 | $727,000 | -4.7% | 18,052 | 0.0% | 0.62% | -6.7% |
| Q2 2020 | $763,000 | +3.8% | 18,052 | 0.0% | 0.66% | -14.3% |
| Q1 2020 | $735,000 | – | 18,052 | – | 0.77% | – |
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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% |