Joel Isaacson & Co., 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
Joel Isaacson & Co., LLC ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q2 2023$200,548
-8.6%
5,0250.0%0.01%
-18.8%
Q1 2023$219,341
-8.5%
5,0250.0%0.02%
-11.1%
Q4 2022$239,843
-17.3%
5,025
-28.3%
0.02%
-28.0%
Q3 2022$290,000
-9.7%
7,0080.0%0.02%
-7.4%
Q2 2022$321,000
+14.6%
7,008
+21.7%
0.03%
+28.6%
Q1 2022$280,000
-9.4%
5,7580.0%0.02%0.0%
Q4 2021$309,000
+16.6%
5,7580.0%0.02%
+5.0%
Q3 2021$265,000
+0.8%
5,7580.0%0.02%0.0%
Q2 2021$263,000
+1.9%
5,7580.0%0.02%
-13.0%
Q1 2021$258,000
-5.1%
5,7580.0%0.02%
-14.8%
Q4 2020$272,000
+17.2%
5,7580.0%0.03%
-10.0%
Q3 2020$232,000
-4.5%
5,7580.0%0.03%
-14.3%
Q2 2020$243,000
+3.8%
5,7580.0%0.04%
-14.6%
Q1 2020$234,0005,7580.04%
Other shareholders
ESSENTIAL UTILS INC shareholders Q4 2021
NameSharesValueWeighting ↓
Wills Financial Group, Inc. 307,100$14,657,8664.08%
Tandem Investment Advisors, Inc. 1,551,921$74,0733.82%
Coann Capital LLC 157,623$7,523,3463.58%
Costello Asset Management, INC 79,695$3,803,8423.43%
Silver Lake Advisory, LLC 105,986$5,058,7073.08%
Blossom Wealth Management 10,469$499,6682.41%
Zimmer Partners, LP 2,054,400$98,056,5121.97%
CANADA PENSION PLAN INVESTMENT BOARD 21,661,095$1,033,884,0641.83%
Addison Capital Co 55,026$2,6261.65%
Sonen Capital LLC 20,367$972,1171.59%
View complete list of ESSENTIAL UTILS INC shareholders