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 | $2,384,068 | -15.1% | 69,446 | -1.4% | 0.59% | -12.5% |
| Q2 2023 | $2,809,569 | -12.4% | 70,398 | -4.2% | 0.67% | -13.6% |
| Q1 2023 | $3,208,389 | -7.4% | 73,503 | +1.3% | 0.78% | -18.4% |
| Q4 2022 | $3,464,368 | +14.9% | 72,583 | -0.4% | 0.95% | +4.1% |
| Q3 2022 | $3,014,000 | -9.7% | 72,849 | +0.0% | 0.92% | -5.7% |
| Q2 2022 | $3,339,000 | -9.3% | 72,820 | +1.2% | 0.97% | +2.4% |
| Q1 2022 | $3,680,000 | -4.0% | 71,972 | +0.8% | 0.95% | +3.9% |
| Q4 2021 | $3,834,000 | +18.4% | 71,410 | +1.6% | 0.91% | +6.0% |
| Q3 2021 | $3,239,000 | +0.5% | 70,297 | -0.3% | 0.86% | -1.5% |
| Q2 2021 | $3,222,000 | +1.5% | 70,494 | -0.6% | 0.87% | -4.9% |
| Q1 2021 | $3,175,000 | -5.2% | 70,955 | +0.2% | 0.92% | -13.1% |
| Q4 2020 | $3,350,000 | +17.6% | 70,833 | +0.1% | 1.06% | +5.2% |
| Q3 2020 | $2,849,000 | -4.5% | 70,779 | +0.3% | 1.00% | -12.7% |
| Q2 2020 | $2,982,000 | +5.8% | 70,594 | +2.0% | 1.15% | -12.3% |
| Q1 2020 | $2,818,000 | – | 69,239 | – | 1.31% | – |
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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% |