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 | $1,215,044 | +28.2% | 35,382 | +48.3% | 0.04% | +22.9% |
| Q2 2023 | $947,719 | -11.8% | 23,857 | -3.1% | 0.04% | -20.5% |
| Q1 2023 | $1,074,403 | +77.0% | 24,617 | +93.6% | 0.04% | +33.3% |
| Q4 2022 | $606,863 | +95.8% | 12,715 | +69.6% | 0.03% | +57.1% |
| Q3 2022 | $310,000 | +40.9% | 7,497 | +56.0% | 0.02% | +40.0% |
| Q2 2022 | $220,000 | -8.3% | 4,806 | +2.5% | 0.02% | -11.8% |
| Q1 2022 | $240,000 | +8.6% | 4,688 | +13.7% | 0.02% | 0.0% |
| Q4 2021 | $221,000 | -29.4% | 4,124 | -39.2% | 0.02% | -46.9% |
| Q3 2021 | $313,000 | -27.2% | 6,785 | -27.9% | 0.03% | -38.5% |
| Q2 2021 | $430,000 | -16.3% | 9,415 | -18.1% | 0.05% | -43.5% |
| Q1 2021 | $514,000 | +74.8% | 11,490 | +84.8% | 0.09% | +17.9% |
| Q4 2020 | $294,000 | +39.3% | 6,219 | +18.6% | 0.08% | -3.7% |
| Q3 2020 | $211,000 | – | 5,245 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coann Capital LLC | 171,374 | $9,201,000 | 5.02% |
| Tandem Investment Advisors, Inc. | 1,049,854 | $56,367,000 | 3.66% |
| Wills Financial Group, Inc. | 156,689 | $8,412,000 | 3.33% |
| Blossom Wealth Management | 9,085 | $488,000 | 2.40% |
| Silver Lake Advisory, LLC | 81,765 | $4,390,000 | 2.03% |
| FIRST NATIONAL CORP /MA/ /ADV | 140,060 | $7,520,000 | 1.68% |
| Electron Capital Partners, LLC | 540,449 | $29,017,000 | 1.49% |
| Cutter & CO Brokerage, Inc. | 98,125 | $5,268,000 | 1.44% |
| Addison Capital Co | 57,326 | $3,078,000 | 1.38% |
| ELCO Management Co., LLC | 34,841 | $1,871,000 | 1.34% |