ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 615 filers reported holding ESSENTIAL UTILS INC in Q2 2023. The put-call ratio across all filers is 2.20 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $333 | -31.8% | 9,693 | -20.8% | 0.01% | -33.3% |
| Q2 2023 | $488 | +103.3% | 12,240 | +123.0% | 0.01% | +100.0% |
| Q1 2023 | $240 | +3.9% | 5,488 | +13.2% | 0.01% | 0.0% |
| Q4 2022 | $231 | -100.0% | 4,846 | -53.5% | 0.01% | -71.4% |
| Q4 2021 | $559,000 | +16.5% | 10,418 | 0.0% | 0.02% | +16.7% |
| Q3 2021 | $480,000 | -22.1% | 10,418 | -22.7% | 0.02% | -25.0% |
| Q2 2021 | $616,000 | +2.2% | 13,476 | 0.0% | 0.02% | -4.0% |
| Q1 2021 | $603,000 | -31.6% | 13,476 | -27.8% | 0.02% | -34.2% |
| Q4 2020 | $882,000 | +66.7% | 18,653 | +42.0% | 0.04% | +58.3% |
| Q3 2020 | $529,000 | -4.7% | 13,139 | 0.0% | 0.02% | -14.3% |
| Q2 2020 | $555,000 | – | 13,139 | – | 0.03% | – |
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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% |