CBIZ Investment Advisory Services, LLC - ESSENTIAL UTILS INC ownership

ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 575 filers reported holding ESSENTIAL UTILS INC in Q1 2020. The put-call ratio across all filers is 1.09 and the average weighting 0.2%.

Quarter-by-quarter ownership
CBIZ Investment Advisory Services, LLC ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q2 2024$32,178
+0.8%
8620.0%0.00%0.0%
Q1 2024$31,937
-20.2%
8620.0%0.00%
-33.3%
Q3 2021$40,000
+2.6%
8620.0%0.00%0.0%
Q2 2021$39,0000.0%8620.0%0.00%
+50.0%
Q1 2021$39,000
-4.9%
8620.0%0.00%
-50.0%
Q4 2020$41,000
+17.1%
8620.0%0.00%0.0%
Q3 2020$35,000
-2.8%
8620.0%0.00%0.0%
Q2 2020$36,000
-37.9%
862
-40.0%
0.00%
-42.9%
Q1 2020$58,0001,4370.01%
Other shareholders
ESSENTIAL UTILS INC shareholders Q1 2020
NameSharesValueWeighting ↓
Tandem Investment Advisors, Inc. 954,752$43,632,0003.73%
Wills Financial Group, Inc. 164,054$7,497,0003.25%
Beck Bode, LLC 253,110$11,567,0003.19%
NUANCE INVESTMENTS, LLC 2,909,025$132,942,0002.37%
44 WEALTH MANAGEMENT LLC 116,303$5,315,0002.04%
Silver Lake Advisory, LLC 82,319$4,087,0001.96%
FIRST NATIONAL CORP /MA/ /ADV 204,379$8,920,0001.28%
Addison Capital Co 57,291$2,618,0001.28%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 131,573$6,013,0001.24%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 111,500$5,096,0001.23%
View complete list of ESSENTIAL UTILS INC shareholders