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 | $1,114,819 | -13.9% | 32,474 | +0.1% | 0.39% | -9.1% |
| Q2 2023 | $1,295,376 | -26.6% | 32,457 | -19.7% | 0.43% | -28.1% |
| Q1 2023 | $1,765,376 | -6.9% | 40,444 | +1.8% | 0.60% | -12.2% |
| Q4 2022 | $1,895,795 | +23.9% | 39,719 | +7.5% | 0.68% | +18.3% |
| Q3 2022 | $1,530,000 | -9.7% | 36,965 | +0.0% | 0.57% | -1.7% |
| Q2 2022 | $1,694,000 | -1.9% | 36,954 | +9.5% | 0.58% | +19.0% |
| Q1 2022 | $1,726,000 | -4.7% | 33,749 | +0.0% | 0.49% | -3.9% |
| Q4 2021 | $1,811,000 | +16.5% | 33,738 | +0.0% | 0.51% | +10.4% |
| Q3 2021 | $1,554,000 | -5.8% | 33,728 | -6.6% | 0.46% | -4.3% |
| Q2 2021 | $1,650,000 | -9.2% | 36,104 | -11.1% | 0.48% | -17.6% |
| Q1 2021 | $1,817,000 | -2.9% | 40,606 | +2.6% | 0.59% | -7.9% |
| Q4 2020 | $1,872,000 | +18.0% | 39,585 | +0.4% | 0.64% | +4.1% |
| Q3 2020 | $1,587,000 | -4.6% | 39,423 | +0.1% | 0.61% | -11.3% |
| Q2 2020 | $1,663,000 | +2.6% | 39,381 | -1.2% | 0.69% | -19.6% |
| Q1 2020 | $1,621,000 | – | 39,844 | – | 0.86% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Zimmer Partners, LP | 6,177,588 | $212,076,596 | 5.47% |
| Costello Asset Management, INC | 113,505 | $3,896,633 | 3.58% |
| Wills Financial Group, Inc. | 158,429 | $5,438,884 | 2.94% |
| Tandem Investment Advisors, Inc. | 1,966,687 | $67,516,365 | 2.85% |
| Silver Lake Advisory, LLC | 104,814 | $3,598 | 2.22% |
| Beck Bode, LLC | 233,847 | $8,027,970 | 2.05% |
| Sonen Capital LLC | 21,589 | $741,150 | 1.46% |
| Eaton Financial Holdings Company, LLC | 156,140 | $5,360,292 | 1.44% |
| Blossom Wealth Management | 12,889 | $442,467 | 1.42% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2,756,100 | $94,616,913 | 1.25% |