Clearstead Trust, LLC - ESSENTIAL UTILS INC ownership

ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 620 filers reported holding ESSENTIAL UTILS INC in Q2 2023. The put-call ratio across all filers is 2.20 and the average weighting 0.1%.

Quarter-by-quarter ownership
Clearstead Trust, LLC ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q2 2024$55,995
+0.8%
1,5000.0%0.01%
-6.7%
Q1 2024$55,575
-0.8%
1,5000.0%0.02%0.0%
Q4 2023$56,025
+8.8%
1,5000.0%0.02%
-11.8%
Q3 2023$51,495
-60.6%
1,500
-52.2%
0.02%
-59.5%
Q2 2023$130,722
-4.5%
3,1350.0%0.04%
-4.5%
Q1 2023$136,836
+91124.0%
3,135
+0.4%
0.04%
-12.0%
Q4 2022$150
-99.9%
3,124
-18.4%
0.05%
-9.1%
Q3 2022$158,000
+129.0%
3,830
+155.3%
0.06%
+5.8%
Q2 2022$69,000
-10.4%
1,5000.0%0.05%
+4.0%
Q1 2022$77,000
-4.9%
1,5000.0%0.05%
+4.2%
Q4 2021$81,000
+17.4%
1,5000.0%0.05%
+9.1%
Q3 2021$69,0000.0%1,5000.0%0.04%
-2.2%
Q2 2021$69,000
-2.8%
1,5000.0%0.04%
+7.1%
Q4 2020$71,000
+18.3%
1,5000.0%0.04%
-12.5%
Q3 2020$60,000
-4.8%
1,5000.0%0.05%
-9.4%
Q2 2020$63,000
+3.3%
1,5000.0%0.05%
-3.6%
Q1 2020$61,0001,5000.06%
Other shareholders
ESSENTIAL UTILS INC shareholders Q2 2023
NameSharesValueWeighting ↓
Tandem Investment Advisors, Inc. 786,033$37,172,0003.99%
Wills Financial Group, Inc. 166,885$7,892,0003.93%
MIROVA 544,019$25,726,0003.31%
Silver Lake Advisory, LLC 81,417$3,850,0002.11%
NUANCE INVESTMENTS, LLC 2,020,728$95,560,0001.84%
Legacy Advisors, LLC 64,215$3,037,0001.73%
Addison Capital Co 56,116$2,654,0001.60%
CANADA PENSION PLAN INVESTMENT BOARD 21,661,095$1,024,353,0001.53%
ELCO Management Co., LLC 37,422$1,769,0001.52%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 111,500$5,273,0001.44%
View complete list of ESSENTIAL UTILS INC shareholders