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 | $3,661 | -13.5% | 106,638 | +0.5% | 0.02% | -9.1% |
| Q2 2023 | $4,234 | -4.1% | 106,098 | +4.9% | 0.02% | -12.0% |
| Q1 2023 | $4,416 | -10.9% | 101,168 | -2.6% | 0.02% | -16.7% |
| Q4 2022 | $4,957 | -99.9% | 103,848 | +1.4% | 0.03% | +7.1% |
| Q3 2022 | $4,238,000 | -5.6% | 102,418 | +4.6% | 0.03% | 0.0% |
| Q2 2022 | $4,489,000 | -0.3% | 97,898 | +11.1% | 0.03% | +12.0% |
| Q1 2022 | $4,504,000 | -3.3% | 88,087 | +1.6% | 0.02% | 0.0% |
| Q4 2021 | $4,656,000 | +20.3% | 86,727 | +3.2% | 0.02% | +13.6% |
| Q3 2021 | $3,871,000 | +3.8% | 84,007 | +2.9% | 0.02% | 0.0% |
| Q2 2021 | $3,730,000 | -2.8% | 81,618 | -4.8% | 0.02% | -8.3% |
| Q1 2021 | $3,839,000 | -5.7% | 85,778 | -0.3% | 0.02% | -11.1% |
| Q4 2020 | $4,070,000 | +17.9% | 86,058 | +0.3% | 0.03% | +3.8% |
| Q3 2020 | $3,452,000 | -4.9% | 85,768 | -0.2% | 0.03% | -13.3% |
| Q2 2020 | $3,629,000 | -39.2% | 85,918 | -41.4% | 0.03% | -43.4% |
| Q1 2020 | $5,965,000 | – | 146,558 | – | 0.05% | – |
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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% |