Tandem Investment Advisors, Inc. - ESSENTIAL UTILS INC ownership

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
Tandem Investment Advisors, Inc. ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q3 2023$67,516,365
+88974.1%
1,966,687
+3.6%
2.85%
-14.4%
Q2 2023$75,798
-1.4%
1,899,222
+7.9%
3.33%
-9.6%
Q1 2023$76,843
+3.7%
1,760,426
+13.4%
3.68%
-3.7%
Q4 2022$74,073
-99.9%
1,551,921
+3.4%
3.82%
+8.1%
Q3 2022$62,087,000
-1.2%
1,500,414
+9.5%
3.54%
-4.5%
Q2 2022$62,814,000
+8.7%
1,369,989
+21.2%
3.70%
+4.5%
Q1 2022$57,804,000
+2.5%
1,130,539
+7.7%
3.54%
-3.3%
Q4 2021$56,367,000
+20.3%
1,049,854
+3.2%
3.66%
-4.6%
Q3 2021$46,874,000
+7.4%
1,017,241
+6.5%
3.84%
+2.8%
Q2 2021$43,632,000
+10.0%
954,752
+7.7%
3.73%
-1.9%
Q1 2021$39,666,000
+6.7%
886,382
+12.8%
3.81%
-4.6%
Q4 2020$37,172,000
+32.3%
786,033
+12.6%
3.99%
+15.9%
Q3 2020$28,094,000
+9.8%
697,984
+15.2%
3.44%
-0.2%
Q2 2020$25,585,000
+83.2%
605,701
+76.5%
3.45%
+66.4%
Q1 2020$13,965,000343,1102.07%
Other shareholders
ESSENTIAL UTILS INC shareholders Q3 2023
NameSharesValueWeighting ↓
Wills Financial Group, Inc. 157,683$6,882,8663.71%
Tandem Investment Advisors, Inc. 1,760,426$76,8433.68%
Costello Asset Management, INC 78,370$3,420,8513.52%
Silver Lake Advisory, LLC 106,200$4,635,6232.57%
Blossom Wealth Management 12,169$531,1612.16%
Zimmer Partners, LP 2,159,278$94,252,4851.93%
CANADA PENSION PLAN INVESTMENT BOARD 21,661,095$945,506,7971.50%
DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,516,958$109,865,2171.33%
Sonen Capital LLC 17,761$775,2681.32%
Thematics Asset Management 546,384$23,849,6621.30%
View complete list of ESSENTIAL UTILS INC shareholders