ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 635 filers reported holding ESSENTIAL UTILS INC in Q1 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $285,008 | -14.0% | 8,302 | 0.0% | 0.06% | -14.5% |
| Q2 2023 | $331,333 | -8.6% | 8,302 | 0.0% | 0.08% | -10.6% |
| Q1 2023 | $362,382 | -13.7% | 8,302 | -5.7% | 0.08% | -16.7% |
| Q4 2022 | $420,119 | +15.4% | 8,802 | 0.0% | 0.10% | 0.0% |
| Q3 2022 | $364,000 | -14.4% | 8,802 | -5.0% | 0.10% | -11.3% |
| Q2 2022 | $425,000 | -12.6% | 9,262 | -2.6% | 0.12% | +2.7% |
| Q1 2022 | $486,000 | -11.6% | 9,512 | -7.1% | 0.11% | -7.4% |
| Q4 2021 | $550,000 | +16.3% | 10,239 | 0.0% | 0.12% | -0.8% |
| Q3 2021 | $473,000 | +1.1% | 10,239 | 0.0% | 0.12% | +0.8% |
| Q2 2021 | $468,000 | 0.0% | 10,239 | -1.9% | 0.12% | -9.7% |
| Q1 2021 | $468,000 | -10.0% | 10,439 | -5.4% | 0.13% | -18.8% |
| Q4 2020 | $520,000 | +17.1% | 11,039 | 0.0% | 0.16% | +5.8% |
| Q3 2020 | $444,000 | -5.1% | 11,039 | 0.0% | 0.16% | -14.3% |
| Q2 2020 | $468,000 | -37.0% | 11,039 | -39.3% | 0.18% | -48.1% |
| Q1 2020 | $743,000 | – | 18,199 | – | 0.35% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Zimmer Partners, LP | 6,177,588 | $212,076,596 | 5.47% |
| Costello Asset Management, INC | 113,505 | $3,896,633 | 3.58% |
| Wills Financial Group, Inc. | 158,429 | $5,438,884 | 2.94% |
| Tandem Investment Advisors, Inc. | 1,966,687 | $67,516,365 | 2.85% |
| Silver Lake Advisory, LLC | 104,814 | $3,598 | 2.22% |
| Beck Bode, LLC | 233,847 | $8,027,970 | 2.05% |
| Sonen Capital LLC | 21,589 | $741,150 | 1.46% |
| Eaton Financial Holdings Company, LLC | 156,140 | $5,360,292 | 1.44% |
| Blossom Wealth Management | 12,889 | $442,467 | 1.42% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2,756,100 | $94,616,913 | 1.25% |