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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $281,020 | -3.4% | 7,524 | -11.2% | 0.22% | -21.4% |
| Q3 2023 | $290,829 | -5.6% | 8,472 | +9.8% | 0.28% | -7.5% |
| Q2 2023 | $307,927 | +8.3% | 7,716 | +18.4% | 0.31% | -6.4% |
| Q1 2023 | $284,386 | -8.0% | 6,515 | +0.6% | 0.33% | -12.0% |
| Q4 2022 | $309,208 | +5.2% | 6,478 | -8.9% | 0.37% | 0.0% |
| Q3 2022 | $294,000 | -14.8% | 7,110 | -5.5% | 0.37% | -4.6% |
| Q2 2022 | $345,000 | -12.7% | 7,521 | -2.7% | 0.39% | +3.4% |
| Q1 2022 | $395,000 | -2.9% | 7,729 | +2.0% | 0.38% | +1.9% |
| Q4 2021 | $407,000 | +10.9% | 7,575 | -4.9% | 0.37% | -1.6% |
| Q3 2021 | $367,000 | – | 7,965 | – | 0.38% | – |
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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% |