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 | $707,006 | -15.2% | 20,594 | -1.4% | 0.28% | -16.0% |
| Q2 2023 | $833,935 | -8.6% | 20,895 | 0.0% | 0.33% | -15.3% |
| Q1 2023 | $912,084 | -8.5% | 20,895 | 0.0% | 0.39% | -15.9% |
| Q4 2022 | $997,337 | +16.8% | 20,895 | 0.0% | 0.47% | -3.5% |
| Q3 2022 | $854,000 | -10.9% | 20,895 | 0.0% | 0.48% | -11.7% |
| Q2 2022 | $958,000 | -10.3% | 20,895 | 0.0% | 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 | $1,086,000 | – | 26,695 | – | 0.75% | – |
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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% |