LOUNTZIS ASSET MANAGEMENT, LLC - ESSENTIAL UTILS INC ownership

ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 592 filers reported holding ESSENTIAL UTILS INC in Q4 2020. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.

Quarter-by-quarter ownership
LOUNTZIS ASSET MANAGEMENT, LLC ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q1 2022$214,285,000
-4.8%
4,1910.0%0.12%
-7.8%
Q4 2021$225,014,000
+16.5%
4,1910.0%0.13%
+7.5%
Q3 2021$193,121,000
+101010.5%
4,1910.0%0.12%
+3.4%
Q2 2021$191,000
-99.9%
4,1910.0%0.12%
-7.2%
Q1 2021$187,547,000
+94620.7%
4,1910.0%0.12%
-13.8%
Q4 2020$198,000
+17.2%
4,1910.0%0.14%0.0%
Q3 2020$169,000
-4.5%
4,1910.0%0.14%
-13.7%
Q2 2020$177,0004,1910.17%
Other shareholders
ESSENTIAL UTILS INC shareholders Q4 2020
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