Bernardo Wealth Planning LLC - 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
Bernardo Wealth Planning LLC ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q3 2023$707,006
-15.2%
20,594
-1.4%
0.28%
-16.0%
Q2 2023$833,935
-8.6%
20,8950.0%0.33%
-15.3%
Q1 2023$912,084
-8.5%
20,8950.0%0.39%
-15.9%
Q4 2022$997,337
+16.8%
20,8950.0%0.47%
-3.5%
Q3 2022$854,000
-10.9%
20,8950.0%0.48%
-11.7%
Q2 2022$958,000
-10.3%
20,8950.0%0.55%
+3.2%
Q1 2022$1,068,000
-4.7%
20,895
+0.0%
0.53%
-3.1%
Q4 2021$1,121,000
+16.5%
20,893
+0.0%
0.55%
-2.1%
Q3 2021$962,000
-0.3%
20,892
-1.1%
0.56%
-3.5%
Q2 2021$965,000
-6.9%
21,116
-8.8%
0.58%
-12.1%
Q1 2021$1,036,000
-15.0%
23,163
-10.2%
0.66%
+40.2%
Q4 2020$1,219,000
+17.6%
25,789
+0.0%
0.47%
+0.9%
Q3 2020$1,037,000
-8.1%
25,786
-3.5%
0.47%
-23.0%
Q2 2020$1,128,000
+3.9%
26,716
+0.1%
0.60%
-19.8%
Q1 2020$1,086,00026,6950.75%
Other shareholders
ESSENTIAL UTILS INC shareholders Q2 2021
NameSharesValueWeighting ↓
Zimmer Partners, LP 6,177,588$212,076,5965.47%
Costello Asset Management, INC 113,505$3,896,6333.58%
Wills Financial Group, Inc. 158,429$5,438,8842.94%
Tandem Investment Advisors, Inc. 1,966,687$67,516,3652.85%
Silver Lake Advisory, LLC 104,814$3,5982.22%
Beck Bode, LLC 233,847$8,027,9702.05%
Sonen Capital LLC 21,589$741,1501.46%
Eaton Financial Holdings Company, LLC 156,140$5,360,2921.44%
Blossom Wealth Management 12,889$442,4671.42%
DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,756,100$94,616,9131.25%
View complete list of ESSENTIAL UTILS INC shareholders