ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 572 filers reported holding ESSENTIAL UTILS INC in Q1 2020. The put-call ratio across all filers is 1.09 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $203,577 | -14.0% | 5,930 | 0.0% | 0.18% | -6.6% |
| Q2 2023 | $236,666 | -8.6% | 5,930 | 0.0% | 0.20% | -13.7% |
| Q1 2023 | $258,845 | -8.5% | 5,930 | 0.0% | 0.23% | -16.2% |
| Q4 2022 | $283,039 | +15.5% | 5,930 | 0.0% | 0.27% | +9.3% |
| Q3 2022 | $245,000 | -9.9% | 5,930 | 0.0% | 0.25% | +0.4% |
| Q2 2022 | $272,000 | -10.2% | 5,930 | 0.0% | 0.25% | +0.4% |
| Q1 2022 | $303,000 | -4.7% | 5,930 | 0.0% | 0.25% | -1.6% |
| Q4 2021 | $318,000 | +16.5% | 5,930 | 0.0% | 0.25% | +10.1% |
| Q3 2021 | $273,000 | +0.7% | 5,930 | 0.0% | 0.23% | +0.9% |
| Q2 2021 | $271,000 | +2.3% | 5,930 | 0.0% | 0.22% | -2.6% |
| Q1 2021 | $265,000 | -5.4% | 5,930 | 0.0% | 0.23% | -14.1% |
| Q4 2020 | $280,000 | +17.2% | 5,930 | 0.0% | 0.27% | +2.7% |
| Q3 2020 | $239,000 | -4.4% | 5,930 | 0.0% | 0.26% | -9.0% |
| Q2 2020 | $250,000 | +3.7% | 5,930 | 0.0% | 0.29% | -9.1% |
| Q1 2020 | $241,000 | – | 5,930 | – | 0.32% | – |
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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% |