ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 635 filers reported holding ESSENTIAL UTILS INC in Q1 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $799,702 | -14.0% | 23,295 | +0.0% | 0.27% | -12.3% |
| Q2 2023 | $929,625 | -6.9% | 23,293 | +1.9% | 0.31% | -15.4% |
| Q1 2023 | $998,003 | +5.2% | 22,864 | -0.3% | 0.36% | -18.8% |
| Q4 2022 | $949,009 | +0.0% | 22,934 | 0.0% | 0.45% | +0.4% |
| Q3 2022 | $949,000 | -12.4% | 22,934 | +0.5% | 0.45% | -23.9% |
| Q2 2022 | $1,083,000 | +15.0% | 22,831 | +23.9% | 0.59% | +25.2% |
| Q1 2022 | $942,000 | +22.5% | 18,422 | +28.7% | 0.47% | +21.6% |
| Q4 2021 | $769,000 | +16.5% | 14,319 | 0.0% | 0.38% | +3.2% |
| Q3 2021 | $660,000 | -6.1% | 14,319 | 0.0% | 0.37% | -5.1% |
| Q2 2021 | $703,000 | +8.8% | 14,319 | -0.8% | 0.39% | -7.7% |
| Q1 2021 | $646,000 | -4.6% | 14,441 | +0.9% | 0.43% | -15.5% |
| Q4 2020 | $677,000 | +17.5% | 14,319 | 0.0% | 0.50% | -14.7% |
| Q3 2020 | $576,000 | -11.2% | 14,319 | -8.0% | 0.59% | -20.6% |
| Q2 2020 | $649,000 | -3.1% | 15,569 | 0.0% | 0.74% | +8.3% |
| Q1 2020 | $670,000 | – | 15,569 | – | 0.69% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Zimmer Partners, LP | 6,177,588 | $212,076,596 | 5.47% |
| Costello Asset Management, INC | 113,505 | $3,896,633 | 3.58% |
| Wills Financial Group, Inc. | 158,429 | $5,438,884 | 2.94% |
| Tandem Investment Advisors, Inc. | 1,966,687 | $67,516,365 | 2.85% |
| Silver Lake Advisory, LLC | 104,814 | $3,598 | 2.22% |
| Beck Bode, LLC | 233,847 | $8,027,970 | 2.05% |
| Sonen Capital LLC | 21,589 | $741,150 | 1.46% |
| Eaton Financial Holdings Company, LLC | 156,140 | $5,360,292 | 1.44% |
| Blossom Wealth Management | 12,889 | $442,467 | 1.42% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2,756,100 | $94,616,913 | 1.25% |