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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $18,838 | -8.0% | 472 | +0.6% | 0.01% | +11.1% |
| Q1 2023 | $20,472 | -9.3% | 469 | -0.8% | 0.01% | -18.2% |
| Q4 2022 | $22,576 | +12.9% | 473 | -1.0% | 0.01% | +22.2% |
| Q3 2022 | $20,000 | -9.1% | 478 | +1.5% | 0.01% | -10.0% |
| Q2 2022 | $22,000 | -54.2% | 471 | -50.0% | 0.01% | 0.0% |
| Q1 2022 | $48,000 | +100.0% | 942 | +112.2% | 0.01% | -9.1% |
| Q4 2021 | $24,000 | +20.0% | 444 | 0.0% | 0.01% | +10.0% |
| Q3 2021 | $20,000 | 0.0% | 444 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $20,000 | 0.0% | 444 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $20,000 | -4.8% | 444 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $21,000 | +16.7% | 444 | 0.0% | 0.01% | +7.7% |
| Q3 2020 | $18,000 | -5.3% | 444 | 0.0% | 0.01% | -13.3% |
| Q2 2020 | $19,000 | +5.6% | 444 | 0.0% | 0.02% | -11.8% |
| Q1 2020 | $18,000 | -14.3% | 444 | 0.0% | 0.02% | -5.6% |
| Q4 2019 | $21,000 | – | 444 | – | 0.02% | – |
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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% |