AE Wealth Management LLC - ESSENTIAL UTILS INC ownership

ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 592 filers reported holding ESSENTIAL UTILS INC in Q4 2020. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q3 2023$1,116,687
-10.9%
32,528
+3.6%
0.01%
-12.5%
Q2 2023$1,252,727
-5.9%
31,389
+2.9%
0.01%
-11.1%
Q1 2023$1,331,511
-2.3%
30,504
+6.8%
0.01%
-10.0%
Q4 2022$1,363,223
+9.8%
28,561
-4.8%
0.01%0.0%
Q3 2022$1,242,000
-5.2%
30,010
+5.1%
0.01%0.0%
Q2 2022$1,310,000
+5.1%
28,565
+17.2%
0.01%
+11.1%
Q1 2022$1,246,000
-0.2%
24,371
+4.9%
0.01%0.0%
Q4 2021$1,248,000
+36.1%
23,242
+16.8%
0.01%
+12.5%
Q3 2021$917,000
+4.6%
19,901
+3.7%
0.01%0.0%
Q2 2021$877,000
+6.0%
19,184
+3.8%
0.01%0.0%
Q1 2021$827,000
+2.0%
18,474
+7.8%
0.01%
-11.1%
Q4 2020$811,000
+46.4%
17,142
+24.5%
0.01%
+12.5%
Q3 2020$554,000
+16.9%
13,766
+22.7%
0.01%
+14.3%
Q2 2020$474,000
+46.3%
11,223
+41.0%
0.01%0.0%
Q1 2020$324,0007,9580.01%
Other shareholders
ESSENTIAL UTILS INC shareholders Q4 2020
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