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 | $988,688 | -19.4% | 28,808 | -6.3% | 0.14% | -14.2% |
| Q2 2023 | $1,226,755 | +5.0% | 30,746 | +14.8% | 0.16% | +2.5% |
| Q1 2023 | $1,168,532 | +3.0% | 26,771 | +12.6% | 0.16% | 0.0% |
| Q4 2022 | $1,134,159 | +20.3% | 23,767 | +4.3% | 0.16% | +9.7% |
| Q3 2022 | $943,000 | -8.2% | 22,792 | +1.7% | 0.14% | -2.0% |
| Q2 2022 | $1,027,000 | +7.9% | 22,402 | +20.3% | 0.15% | +25.6% |
| Q1 2022 | $952,000 | +34.1% | 18,627 | +40.8% | 0.12% | +42.7% |
| Q4 2021 | $710,000 | +26.3% | 13,229 | +8.4% | 0.08% | +20.6% |
| Q3 2021 | $562,000 | +45.2% | 12,199 | +44.0% | 0.07% | +47.8% |
| Q2 2021 | $387,000 | +8.1% | 8,474 | +5.9% | 0.05% | +2.2% |
| Q1 2021 | $358,000 | -5.3% | 8,005 | 0.0% | 0.04% | -11.8% |
| Q4 2020 | $378,000 | +17.4% | 8,005 | 0.0% | 0.05% | +4.1% |
| Q3 2020 | $322,000 | -4.7% | 8,005 | 0.0% | 0.05% | -14.0% |
| Q2 2020 | $338,000 | +3.7% | 8,005 | 0.0% | 0.06% | -18.6% |
| Q1 2020 | $326,000 | – | 8,005 | – | 0.07% | – |
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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% |