Geneos Wealth Management Inc. - 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
Geneos Wealth Management Inc. ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q3 2023$64,060
-14.0%
1,8660.0%0.00%
-25.0%
Q2 2023$74,472
-8.6%
1,8660.0%0.00%
-20.0%
Q1 2023$81,451
-10.9%
1,866
-2.6%
0.01%
-16.7%
Q4 2022$91,451
-5.7%
1,916
-19.0%
0.01%
-14.3%
Q3 2022$97,000
-64.1%
2,366
-58.5%
0.01%
-46.2%
Q2 2022$270,000
-11.2%
5,697
-4.4%
0.01%0.0%
Q1 2022$304,000
-7.3%
5,960
-2.7%
0.01%
+8.3%
Q4 2021$328,000
+15.9%
6,126
+0.0%
0.01%
+9.1%
Q3 2021$283,000
-1.0%
6,124
+0.9%
0.01%0.0%
Q2 2021$286,000
-2.4%
6,072
-2.6%
0.01%
+37.5%
Q1 2021$293,000
+8.9%
6,236
+2.2%
0.01%
-27.3%
Q4 2020$269,000
+14.0%
6,101
+2.2%
0.01%
-8.3%
Q3 2020$236,000
-3.7%
5,967
+0.0%
0.01%
-14.3%
Q2 2020$245,000
-4.7%
5,965
-6.3%
0.01%
-17.6%
Q1 2020$257,0006,3630.02%
Other shareholders
ESSENTIAL UTILS INC shareholders Q2 2021
NameSharesValueWeighting ↓
Wills Financial Group, Inc. 157,683$6,882,8663.71%
Tandem Investment Advisors, Inc. 1,760,426$76,8433.68%
Costello Asset Management, INC 78,370$3,420,8513.52%
Silver Lake Advisory, LLC 106,200$4,635,6232.57%
Blossom Wealth Management 12,169$531,1612.16%
Zimmer Partners, LP 2,159,278$94,252,4851.93%
CANADA PENSION PLAN INVESTMENT BOARD 21,661,095$945,506,7971.50%
DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,516,958$109,865,2171.33%
Sonen Capital LLC 17,761$775,2681.32%
Thematics Asset Management 546,384$23,849,6621.30%
View complete list of ESSENTIAL UTILS INC shareholders