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 | $2,026,918 | -7.4% | 59,042 | +7.7% | 0.23% | -6.5% |
| Q2 2023 | $2,188,746 | -5.3% | 54,842 | +3.6% | 0.24% | -10.6% |
| Q1 2023 | $2,310,627 | -11.8% | 52,936 | -3.5% | 0.27% | -16.2% |
| Q4 2022 | $2,619,063 | +17.6% | 54,873 | +2.0% | 0.33% | +7.2% |
| Q3 2022 | $2,227,000 | -8.6% | 53,808 | +1.2% | 0.30% | -5.9% |
| Q2 2022 | $2,437,000 | -8.5% | 53,158 | +2.0% | 0.32% | +1.9% |
| Q1 2022 | $2,664,000 | -3.9% | 52,103 | +0.9% | 0.32% | -3.6% |
| Q4 2021 | $2,772,000 | +17.7% | 51,639 | +1.0% | 0.33% | +10.4% |
| Q3 2021 | $2,355,000 | +0.4% | 51,119 | -0.4% | 0.30% | -3.5% |
| Q2 2021 | $2,346,000 | +1.1% | 51,337 | -1.0% | 0.31% | -9.4% |
| Q1 2021 | $2,320,000 | -4.8% | 51,847 | -2.2% | 0.34% | -11.2% |
| Q4 2020 | $2,438,000 | +4.5% | 53,036 | -0.2% | 0.38% | -5.9% |
| Q3 2020 | $2,333,000 | -0.9% | 53,159 | +2.1% | 0.41% | -7.0% |
| Q2 2020 | $2,355,000 | +9.5% | 52,084 | +2.3% | 0.44% | -4.8% |
| Q1 2020 | $2,150,000 | – | 50,931 | – | 0.46% | – |
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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% |