Foundations Investment Advisors, LLC - ESSENTIAL UTILS INC ownership

ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 583 filers reported holding ESSENTIAL UTILS INC in Q2 2021. The put-call ratio across all filers is 0.96 and the average weighting 0.1%.

Quarter-by-quarter ownership
Foundations Investment Advisors, LLC ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
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 2021
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