CAROLINAS WEALTH CONSULTING LLC - ESSENTIAL UTILS INC ownership

ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 635 filers reported holding ESSENTIAL UTILS INC in Q1 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.

Quarter-by-quarter ownership
CAROLINAS WEALTH CONSULTING LLC ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q3 2023$39,014
-16.2%
1,1660.0%0.01%
+11.1%
Q2 2023$46,535
-8.6%
1,1660.0%0.01%
-18.2%
Q1 2023$50,896
-8.5%
1,1660.0%0.01%
-15.4%
Q4 2022$55,653
+15.9%
1,1660.0%0.01%
+8.3%
Q3 2022$48,000
-9.4%
1,1660.0%0.01%
-7.7%
Q2 2022$53,000
-11.7%
1,166
-0.1%
0.01%0.0%
Q1 2022$60,000
-4.8%
1,1670.0%0.01%
-7.1%
Q4 2021$63,000
+12.5%
1,167
-4.5%
0.01%
+7.7%
Q3 2021$56,0000.0%1,222
+0.1%
0.01%
+8.3%
Q2 2021$56,000
+1.8%
1,2210.0%0.01%
-7.7%
Q1 2021$55,000
-5.2%
1,2210.0%0.01%
-18.8%
Q4 2020$58,000
+18.4%
1,221
+0.1%
0.02%0.0%
Q3 2020$49,000
-5.8%
1,2200.0%0.02%
-20.0%
Q2 2020$52,0001,2200.02%
Other shareholders
ESSENTIAL UTILS INC shareholders Q1 2022
NameSharesValueWeighting ↓
Zimmer Partners, LP 6,177,588$212,076,5965.47%
Costello Asset Management, INC 113,505$3,896,6333.58%
Wills Financial Group, Inc. 158,429$5,438,8842.94%
Tandem Investment Advisors, Inc. 1,966,687$67,516,3652.85%
Silver Lake Advisory, LLC 104,814$3,5982.22%
Beck Bode, LLC 233,847$8,027,9702.05%
Sonen Capital LLC 21,589$741,1501.46%
Eaton Financial Holdings Company, LLC 156,140$5,360,2921.44%
Blossom Wealth Management 12,889$442,4671.42%
DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,756,100$94,616,9131.25%
View complete list of ESSENTIAL UTILS INC shareholders