ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 579 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 ↓ |
|---|---|---|---|
| Tandem Investment Advisors, Inc. | 954,752 | $43,632,000 | 3.73% |
| Wills Financial Group, Inc. | 164,054 | $7,497,000 | 3.25% |
| Beck Bode, LLC | 253,110 | $11,567,000 | 3.19% |
| NUANCE INVESTMENTS, LLC | 2,909,025 | $132,942,000 | 2.37% |
| 44 WEALTH MANAGEMENT LLC | 116,303 | $5,315,000 | 2.04% |
| Silver Lake Advisory, LLC | 82,319 | $4,087,000 | 1.96% |
| FIRST NATIONAL CORP /MA/ /ADV | 204,379 | $8,920,000 | 1.28% |
| Addison Capital Co | 57,291 | $2,618,000 | 1.28% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 131,573 | $6,013,000 | 1.24% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 111,500 | $5,096,000 | 1.23% |