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 | $169,110 | +8.9% | 4,926 | +26.6% | 0.02% | +13.3% |
| Q2 2023 | $155,250 | +0.9% | 3,890 | +10.4% | 0.02% | -6.2% |
| Q1 2023 | $153,823 | -10.9% | 3,524 | -2.6% | 0.02% | -20.0% |
| Q4 2022 | $172,639 | +5.9% | 3,617 | -8.0% | 0.02% | -9.1% |
| Q3 2022 | $163,000 | +50.9% | 3,930 | +67.3% | 0.02% | +46.7% |
| Q2 2022 | $108,000 | -15.6% | 2,349 | -5.8% | 0.02% | 0.0% |
| Q1 2022 | $128,000 | +4.9% | 2,493 | +10.0% | 0.02% | 0.0% |
| Q4 2021 | $122,000 | +64.9% | 2,266 | +40.8% | 0.02% | +50.0% |
| Q3 2021 | $74,000 | +37.0% | 1,609 | +35.6% | 0.01% | +25.0% |
| Q2 2021 | $54,000 | -5.3% | 1,187 | -7.2% | 0.01% | -11.1% |
| Q1 2021 | $57,000 | -8.1% | 1,279 | -1.7% | 0.01% | -25.0% |
| Q4 2020 | $62,000 | +19.2% | 1,301 | 0.0% | 0.01% | +9.1% |
| Q3 2020 | $52,000 | +100.0% | 1,301 | +107.8% | 0.01% | +83.3% |
| Q2 2020 | $26,000 | -78.3% | 626 | -79.0% | 0.01% | -70.0% |
| Q1 2020 | $120,000 | – | 2,985 | – | 0.02% | – |
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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% |