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 | $578,713 | -7.4% | 16,857 | +7.6% | 0.06% | -9.1% |
| Q2 2023 | $625,112 | -12.3% | 15,663 | -4.1% | 0.07% | +73.7% |
| Q1 2023 | $712,754 | -6.2% | 16,329 | +2.6% | 0.04% | -17.4% |
| Q4 2022 | $759,750 | +21.0% | 15,918 | +4.9% | 0.05% | +9.5% |
| Q3 2022 | $628,000 | -7.1% | 15,171 | +2.9% | 0.04% | -6.7% |
| Q2 2022 | $676,000 | -10.3% | 14,750 | +0.1% | 0.04% | -2.2% |
| Q1 2022 | $754,000 | -3.7% | 14,736 | +1.1% | 0.05% | -6.1% |
| Q4 2021 | $783,000 | +18.6% | 14,572 | +1.7% | 0.05% | +8.9% |
| Q3 2021 | $660,000 | +11.7% | 14,330 | +10.9% | 0.04% | +4.7% |
| Q2 2021 | $591,000 | – | 12,924 | – | 0.04% | – |
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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% |