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 | $468,739 | -24.2% | 13,654 | -11.9% | 0.21% | -20.2% |
| Q2 2023 | $618,243 | -8.4% | 15,491 | +0.2% | 0.26% | -16.0% |
| Q1 2023 | $674,607 | -10.7% | 15,455 | -2.4% | 0.31% | -16.4% |
| Q4 2022 | $755,514 | +18.6% | 15,829 | +2.8% | 0.37% | +1.9% |
| Q3 2022 | $637,000 | -5.5% | 15,398 | +4.7% | 0.37% | +15.5% |
| Q2 2022 | $674,000 | -7.9% | 14,701 | +2.7% | 0.32% | -15.7% |
| Q1 2022 | $732,000 | -2.7% | 14,315 | +2.1% | 0.38% | +3.9% |
| Q4 2021 | $752,000 | +20.3% | 14,015 | +3.4% | 0.36% | +9.4% |
| Q3 2021 | $625,000 | +5.2% | 13,560 | +4.3% | 0.33% | +0.9% |
| Q2 2021 | $594,000 | +13.6% | 13,005 | +11.4% | 0.33% | +0.6% |
| Q1 2021 | $523,000 | +20.8% | 11,677 | +27.7% | 0.33% | +23.5% |
| Q4 2020 | $433,000 | – | 9,146 | – | 0.26% | – |
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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% |