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 | $224,598 | -18.3% | 6,835 | 0.0% | 0.25% | -17.4% |
| Q2 2023 | $274,835 | -6.7% | 6,835 | 0.0% | 0.30% | +39.4% |
| Q1 2023 | $294,588 | -9.9% | 6,835 | 0.0% | 0.22% | -10.3% |
| Q4 2022 | $327,055 | +7.9% | 6,835 | 0.0% | 0.24% | +7.5% |
| Q3 2022 | $303,000 | -4.1% | 6,835 | 0.0% | 0.23% | -0.9% |
| Q2 2022 | $316,000 | -12.0% | 6,835 | 0.0% | 0.23% | -1.3% |
| Q1 2022 | $359,000 | +1.1% | 6,835 | 0.0% | 0.23% | +3.6% |
| Q4 2021 | $355,000 | +11.3% | 6,835 | 0.0% | 0.22% | +0.5% |
| Q3 2021 | $319,000 | -1.8% | 6,835 | 0.0% | 0.22% | 0.0% |
| Q2 2021 | $325,000 | +6.2% | 6,835 | 0.0% | 0.22% | -1.3% |
| Q1 2021 | $306,000 | -3.8% | 6,835 | 0.0% | 0.22% | -14.8% |
| Q4 2020 | $318,000 | +15.6% | 6,835 | 0.0% | 0.26% | -2.9% |
| Q3 2020 | $275,000 | -4.8% | 6,835 | 0.0% | 0.27% | -7.8% |
| Q2 2020 | $289,000 | +10.7% | 6,835 | 0.0% | 0.30% | -6.3% |
| Q1 2020 | $261,000 | – | 6,835 | – | 0.32% | – |
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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% |