ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 14 filers reported holding ESSENTIAL UTILS INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,896,633 | -14.0% | 113,505 | -0.1% | 3.58% | -7.7% |
| Q2 2023 | $4,532,785 | +32.5% | 113,575 | +44.9% | 3.88% | +10.3% |
| Q1 2023 | $3,420,851 | -10.1% | 78,370 | -1.7% | 3.52% | +2.7% |
| Q4 2022 | $3,803,842 | +15.4% | 79,695 | +0.0% | 3.43% | +10.3% |
| Q3 2022 | $3,297,000 | -11.4% | 79,685 | -1.8% | 3.11% | -3.4% |
| Q2 2022 | $3,721,000 | +48.8% | 81,159 | +66.0% | 3.22% | +87.5% |
| Q1 2022 | $2,500,000 | +162.9% | 48,896 | +176.0% | 1.72% | +195.4% |
| Q4 2021 | $951,000 | +17.8% | 17,716 | +1.1% | 0.58% | +12.6% |
| Q3 2021 | $807,000 | +2.0% | 17,516 | +1.2% | 0.52% | -0.6% |
| Q2 2021 | $791,000 | -6.3% | 17,316 | -8.2% | 0.52% | -11.0% |
| Q1 2021 | $844,000 | -2.5% | 18,858 | +2.9% | 0.58% | -11.0% |
| Q4 2020 | $866,000 | +24.2% | 18,323 | +5.8% | 0.66% | +6.9% |
| Q3 2020 | $697,000 | +24.0% | 17,311 | +30.1% | 0.61% | +11.1% |
| Q2 2020 | $562,000 | – | 13,306 | – | 0.55% | – |
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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% |