Foundations Investment Advisors, LLC - ESSENTIAL UTILS INC ownership

ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 570 filers reported holding ESSENTIAL UTILS INC in Q2 2020. The put-call ratio across all filers is 1.31 and the average weighting 0.2%.

Quarter-by-quarter ownership
Foundations Investment Advisors, LLC ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q2 2024$332,498
+0.8%
8,9070.0%0.01%
-11.1%
Q1 2024$330,004
+1.2%
8,9070.0%0.01%0.0%
Q4 2023$326,085
+4.5%
8,907
-2.0%
0.01%
-10.0%
Q3 2023$311,957
-12.4%
9,087
+1.8%
0.01%
-16.7%
Q2 2023$356,117
-9.9%
8,923
-1.4%
0.01%
-14.3%
Q1 2023$395,207
-8.7%
9,054
-0.2%
0.01%
-17.6%
Q4 2022$432,863
+15.4%
9,0690.0%0.02%
+6.2%
Q3 2022$375,000
-11.3%
9,069
+0.2%
0.02%
-11.1%
Q2 2022$423,000
-6.2%
9,0500.0%0.02%
+5.9%
Q1 2022$451,000
-2.2%
9,050
-0.5%
0.02%0.0%
Q4 2021$461,000
+8.2%
9,0960.0%0.02%
-10.5%
Q3 2021$426,000
-2.3%
9,0960.0%0.02%
-9.5%
Q2 2021$436,000
+7.1%
9,096
+2.0%
0.02%
-8.7%
Q1 2021$407,000
-4.7%
8,916
+1.6%
0.02%
-17.9%
Q4 2020$427,000
+17.6%
8,772
+0.8%
0.03%
-65.0%
Q3 2020$363,000
-4.0%
8,7040.0%0.08%
+142.4%
Q2 2020$378,000
+12.5%
8,7040.0%0.03%
-15.4%
Q1 2020$336,0008,7040.04%
Other shareholders
ESSENTIAL UTILS INC shareholders Q2 2020
NameSharesValueWeighting ↓
Tandem Investment Advisors, Inc. 954,752$43,632,0003.73%
Wills Financial Group, Inc. 164,054$7,497,0003.25%
Beck Bode, LLC 253,110$11,567,0003.19%
NUANCE INVESTMENTS, LLC 2,909,025$132,942,0002.37%
44 WEALTH MANAGEMENT LLC 116,303$5,315,0002.04%
Silver Lake Advisory, LLC 82,319$4,087,0001.96%
FIRST NATIONAL CORP /MA/ /ADV 204,379$8,920,0001.28%
Addison Capital Co 57,291$2,618,0001.28%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 131,573$6,013,0001.24%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 111,500$5,096,0001.23%
View complete list of ESSENTIAL UTILS INC shareholders