Sound Income Strategies, 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
Sound Income Strategies, LLC ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q3 2023$126,964
-33.0%
3,698
-22.1%
0.01%
-42.1%
Q2 2023$189,415
+246.4%
4,746
+278.8%
0.02%
+216.7%
Q1 2023$54,682
-8.4%
1,253
+0.2%
0.01%
-25.0%
Q4 2022$59,694
+14.8%
1,251
+0.2%
0.01%0.0%
Q3 2022$52,000
-10.3%
1,249
-0.7%
0.01%0.0%
Q2 2022$58,000
-9.4%
1,258
+0.2%
0.01%
+14.3%
Q1 2022$64,000
-4.5%
1,256
+1.0%
0.01%
-12.5%
Q4 2021$67,000
+17.5%
1,243
+0.2%
0.01%
+14.3%
Q3 2021$57,0000.0%1,241
+0.1%
0.01%
-12.5%
Q2 2021$57,000
-99.9%
1,240
+18.1%
0.01%0.0%
Q1 2021$46,981,000
+83794.6%
1,050
-11.2%
0.01%
-33.3%
Q4 2020$56,000
+16.7%
1,182
+0.1%
0.01%
-7.7%
Q3 2020$48,000
-4.0%
1,181
+0.2%
0.01%
-13.3%
Q2 2020$50,000
+4.2%
1,179
+0.2%
0.02%
-11.8%
Q1 2020$48,0001,1770.02%
Other shareholders
ESSENTIAL UTILS INC shareholders Q3 2023
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