ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 653 filers reported holding ESSENTIAL UTILS INC in Q4 2022. The put-call ratio across all filers is 4.21 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $212,523 | -10.7% | 5,690 | -4.6% | 0.04% | -16.3% |
| Q2 2023 | $238,024 | -8.6% | 5,964 | -0.1% | 0.05% | -14.0% |
| Q1 2023 | $260,461 | -7.7% | 5,967 | +0.9% | 0.06% | -12.3% |
| Q4 2022 | $282,180 | +3.7% | 5,912 | -10.2% | 0.06% | -4.4% |
| Q3 2022 | $272,000 | -9.9% | 6,580 | 0.0% | 0.07% | -5.6% |
| Q2 2022 | $302,000 | -9.6% | 6,580 | +0.6% | 0.07% | +2.9% |
| Q1 2022 | $334,000 | +11.0% | 6,539 | +16.4% | 0.07% | +16.7% |
| Q4 2021 | $301,000 | +478.8% | 5,618 | +386.8% | 0.06% | +275.0% |
| Q1 2021 | $52,000 | +2.0% | 1,154 | +6.0% | 0.02% | -23.8% |
| Q4 2020 | $51,000 | +15.9% | 1,089 | 0.0% | 0.02% | -4.5% |
| Q3 2020 | $44,000 | -4.3% | 1,089 | 0.0% | 0.02% | -12.0% |
| Q2 2020 | $46,000 | +4.5% | 1,089 | 0.0% | 0.02% | -3.8% |
| Q1 2020 | $44,000 | – | 1,089 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tandem Investment Advisors, Inc. | 954,752 | $43,632,000 | 3.73% |
| Wills Financial Group, Inc. | 164,054 | $7,497,000 | 3.25% |
| Beck Bode, LLC | 253,110 | $11,567,000 | 3.19% |
| NUANCE INVESTMENTS, LLC | 2,909,025 | $132,942,000 | 2.37% |
| 44 WEALTH MANAGEMENT LLC | 116,303 | $5,315,000 | 2.04% |
| Silver Lake Advisory, LLC | 82,319 | $4,087,000 | 1.96% |
| FIRST NATIONAL CORP /MA/ /ADV | 204,379 | $8,920,000 | 1.28% |
| Addison Capital Co | 57,291 | $2,618,000 | 1.28% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 131,573 | $6,013,000 | 1.24% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 111,500 | $5,096,000 | 1.23% |