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 | $3,917,430 | +9.5% | 114,103 | +27.1% | 0.01% | 0.0% |
| Q2 2023 | $3,575,984 | -12.3% | 89,754 | -3.6% | 0.01% | -25.0% |
| Q1 2023 | $4,075,443 | -9.1% | 93,134 | -0.9% | 0.01% | -11.1% |
| Q4 2022 | $4,485,147 | +14.0% | 93,944 | -1.2% | 0.01% | 0.0% |
| Q3 2022 | $3,936,000 | -11.7% | 95,074 | -1.9% | 0.01% | -10.0% |
| Q2 2022 | $4,458,000 | +5.3% | 96,909 | +4.9% | 0.01% | +25.0% |
| Q1 2022 | $4,232,000 | -12.2% | 92,405 | +2.8% | 0.01% | -11.1% |
| Q4 2021 | $4,819,000 | +20.3% | 89,861 | +3.5% | 0.01% | +12.5% |
| Q3 2021 | $4,006,000 | +8.4% | 86,860 | +7.7% | 0.01% | 0.0% |
| Q2 2021 | $3,694,000 | +9.7% | 80,660 | +7.2% | 0.01% | 0.0% |
| Q1 2021 | $3,366,000 | -4.0% | 75,239 | +1.5% | 0.01% | -11.1% |
| Q4 2020 | $3,508,000 | -14.3% | 74,163 | -25.9% | 0.01% | -25.0% |
| Q3 2020 | $4,094,000 | -3.3% | 100,100 | -0.2% | 0.01% | -14.3% |
| Q2 2020 | $4,235,000 | -11.8% | 100,267 | -45.5% | 0.01% | -30.0% |
| Q1 2020 | $4,802,000 | – | 183,887 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coann Capital LLC | 171,374 | $9,201,000 | 5.02% |
| Tandem Investment Advisors, Inc. | 1,049,854 | $56,367,000 | 3.66% |
| Wills Financial Group, Inc. | 156,689 | $8,412,000 | 3.33% |
| Blossom Wealth Management | 9,085 | $488,000 | 2.40% |
| Silver Lake Advisory, LLC | 81,765 | $4,390,000 | 2.03% |
| FIRST NATIONAL CORP /MA/ /ADV | 140,060 | $7,520,000 | 1.68% |
| Electron Capital Partners, LLC | 540,449 | $29,017,000 | 1.49% |
| Cutter & CO Brokerage, Inc. | 98,125 | $5,268,000 | 1.44% |
| Addison Capital Co | 57,326 | $3,078,000 | 1.38% |
| ELCO Management Co., LLC | 34,841 | $1,871,000 | 1.34% |