Affiance Financial, LLC - 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
Affiance Financial, LLC ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q4 2021$389,000
+8.4%
7,252
-6.8%
0.16%
+3.8%
Q3 2021$359,000
+0.8%
7,7840.0%0.16%
+3.3%
Q2 2021$356,000
+2.3%
7,7840.0%0.15%
-2.6%
Q1 2021$348,000
-5.4%
7,7840.0%0.16%
-19.3%
Q4 2020$368,000
+9.5%
7,784
-6.8%
0.19%
-1.0%
Q3 2020$336,000
-4.8%
8,3540.0%0.19%
+1.0%
Q2 2020$353,000
+3.8%
8,3540.0%0.19%
-17.9%
Q1 2020$340,0008,3540.23%
Other shareholders
ESSENTIAL UTILS INC shareholders Q3 2023
NameSharesValueWeighting ↓
Zimmer Partners, LP 6,177,588$212,076,5965.47%
Costello Asset Management, INC 113,505$3,896,6333.58%
Wills Financial Group, Inc. 158,429$5,438,8842.94%
Tandem Investment Advisors, Inc. 1,966,687$67,516,3652.85%
Silver Lake Advisory, LLC 104,814$3,5982.22%
Beck Bode, LLC 233,847$8,027,9702.05%
Sonen Capital LLC 21,589$741,1501.46%
Eaton Financial Holdings Company, LLC 156,140$5,360,2921.44%
Blossom Wealth Management 12,889$442,4671.42%
DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,756,100$94,616,9131.25%
View complete list of ESSENTIAL UTILS INC shareholders