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 | $12,887,276 | +95.8% | 375,394 | +127.6% | 0.03% | +11.5% |
| Q2 2023 | $6,581,398 | +9.8% | 164,906 | +20.1% | 0.03% | +4.0% |
| Q1 2023 | $5,994,018 | -97.2% | 137,320 | -96.9% | 0.02% | -97.4% |
| Q4 2022 | $212,367,476 | +13.9% | 4,449,350 | -1.3% | 0.95% | -0.9% |
| Q3 2022 | $186,490,000 | -13.2% | 4,506,774 | -3.8% | 0.96% | -8.4% |
| Q2 2022 | $214,830,000 | -16.4% | 4,685,488 | -6.7% | 1.05% | -1.4% |
| Q1 2022 | $256,891,000 | -13.9% | 5,024,265 | -9.5% | 1.06% | -2.6% |
| Q4 2021 | $298,221,000 | +17.0% | 5,554,494 | +0.4% | 1.09% | +4.1% |
| Q3 2021 | $254,882,000 | +27.9% | 5,531,290 | +26.9% | 1.05% | +19.1% |
| Q2 2021 | $199,255,000 | +10.2% | 4,360,067 | +7.9% | 0.88% | -5.0% |
| Q1 2021 | $180,838,000 | +7.7% | 4,041,077 | +13.9% | 0.92% | -13.4% |
| Q4 2020 | $167,851,000 | +24.9% | 3,549,391 | +6.3% | 1.07% | -9.2% |
| Q3 2020 | $134,396,000 | +7.9% | 3,339,024 | +13.3% | 1.18% | -8.0% |
| Q2 2020 | $124,504,000 | +24.5% | 2,947,545 | +19.9% | 1.28% | -4.0% |
| Q1 2020 | $100,021,000 | – | 2,457,525 | – | 1.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coann Capital LLC | 171,374 | $9,201,000 | 5.02% |
| Tandem Investment Advisors, Inc. | 1,049,854 | $56,367,000 | 3.66% |
| Wills Financial Group, Inc. | 156,689 | $8,412,000 | 3.33% |
| Blossom Wealth Management | 9,085 | $488,000 | 2.40% |
| Silver Lake Advisory, LLC | 81,765 | $4,390,000 | 2.03% |
| FIRST NATIONAL CORP /MA/ /ADV | 140,060 | $7,520,000 | 1.68% |
| Electron Capital Partners, LLC | 540,449 | $29,017,000 | 1.49% |
| Cutter & CO Brokerage, Inc. | 98,125 | $5,268,000 | 1.44% |
| Addison Capital Co | 57,326 | $3,078,000 | 1.38% |
| ELCO Management Co., LLC | 34,841 | $1,871,000 | 1.34% |