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 | $960,759 | -19.8% | 27,986 | -6.7% | 0.72% | -12.1% |
| Q2 2023 | $1,197,739 | -10.7% | 30,011 | -2.3% | 0.82% | -12.8% |
| Q1 2023 | $1,340,535 | -8.5% | 30,711 | 0.0% | 0.95% | -11.5% |
| Q4 2022 | $1,465,836 | +13.5% | 30,711 | -1.6% | 1.07% | +12.1% |
| Q3 2022 | $1,292,000 | -9.3% | 31,222 | +0.4% | 0.95% | -6.7% |
| Q2 2022 | $1,425,000 | -11.8% | 31,086 | -1.6% | 1.02% | +3.1% |
| Q1 2022 | $1,615,000 | -4.4% | 31,586 | +0.3% | 0.99% | +3.1% |
| Q4 2021 | $1,690,000 | +16.5% | 31,486 | 0.0% | 0.96% | +6.3% |
| Q3 2021 | $1,451,000 | -2.8% | 31,486 | 0.0% | 0.90% | -2.2% |
| Q2 2021 | $1,493,000 | +8.2% | 31,486 | +2.1% | 0.92% | -3.8% |
| Q1 2021 | $1,380,000 | -5.2% | 30,836 | +0.2% | 0.96% | -10.3% |
| Q4 2020 | $1,456,000 | +17.4% | 30,786 | -0.0% | 1.07% | +2.6% |
| Q3 2020 | $1,240,000 | -0.6% | 30,798 | +4.2% | 1.05% | -10.5% |
| Q2 2020 | $1,248,000 | +1.1% | 29,548 | -2.6% | 1.17% | -12.9% |
| Q1 2020 | $1,235,000 | – | 30,348 | – | 1.34% | – |
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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% |