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 | $8,203,722 | -8.2% | 239,277 | +6.7% | 0.02% | -5.9% |
| Q2 2023 | $8,936,830 | +3.8% | 224,180 | +13.6% | 0.02% | 0.0% |
| Q1 2023 | $8,609,609 | +55.2% | 197,395 | +70.1% | 0.02% | +54.5% |
| Q4 2022 | $5,547,037 | +16.7% | 116,058 | +1.4% | 0.01% | +10.0% |
| Q3 2022 | $4,754,000 | +14.4% | 114,405 | +25.9% | 0.01% | +25.0% |
| Q2 2022 | $4,157,000 | -46.7% | 90,843 | -40.3% | 0.01% | -42.9% |
| Q1 2022 | $7,800,000 | +13.6% | 152,247 | +18.9% | 0.01% | +27.3% |
| Q4 2021 | $6,869,000 | +8.2% | 128,069 | -6.8% | 0.01% | 0.0% |
| Q3 2021 | $6,346,000 | -52.9% | 137,375 | -53.4% | 0.01% | -52.2% |
| Q2 2021 | $13,465,000 | -26.2% | 294,578 | -27.8% | 0.02% | -28.1% |
| Q1 2021 | $18,251,000 | +57.6% | 408,234 | +65.9% | 0.03% | +39.1% |
| Q4 2020 | $11,582,000 | +65.0% | 246,108 | +40.7% | 0.02% | +53.3% |
| Q3 2020 | $7,019,000 | +241.9% | 174,883 | +259.0% | 0.02% | +200.0% |
| Q2 2020 | $2,053,000 | +24.3% | 48,717 | +20.7% | 0.01% | +25.0% |
| Q1 2020 | $1,651,000 | – | 40,360 | – | 0.00% | – |
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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% |