Kestra Advisory Services, 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 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q3 2023$1,805,552
+18.3%
52,594
+37.5%
0.02%
+20.0%
Q2 2023$1,526,079
+0.1%
38,238
+9.5%
0.02%
-11.8%
Q1 2023$1,524,319
-2.8%
34,922
+6.3%
0.02%
+21.4%
Q4 2022$1,568,312
-99.9%
32,858
-65.5%
0.01%
-33.3%
Q3 2022$1,974,973,000
+221309.5%
95,346
+389.9%
0.02%
+133.3%
Q2 2022$892,000
+15.1%
19,464
+28.4%
0.01%
+12.5%
Q1 2022$775,000
-0.1%
15,163
+4.9%
0.01%0.0%
Q4 2021$776,000
+11.5%
14,458
-4.3%
0.01%
+14.3%
Q3 2021$696,000
+56.8%
15,106
+55.4%
0.01%
+40.0%
Q2 2021$444,000
+5.0%
9,719
+2.8%
0.01%0.0%
Q1 2021$423,000
-38.8%
9,453
-36.3%
0.01%
-37.5%
Q4 2020$691,000
-99.8%
14,836
+12263.3%
0.01%
+33.3%
Q3 2020$320,000,0001200.01%
Other shareholders
ESSENTIAL UTILS INC shareholders Q1 2023
NameSharesValueWeighting ↓
Wills Financial Group, Inc. 157,683$6,882,8663.71%
Tandem Investment Advisors, Inc. 1,760,426$76,8433.68%
Costello Asset Management, INC 78,370$3,420,8513.52%
Silver Lake Advisory, LLC 106,200$4,635,6232.57%
Blossom Wealth Management 12,169$531,1612.16%
Zimmer Partners, LP 2,159,278$94,252,4851.93%
CANADA PENSION PLAN INVESTMENT BOARD 21,661,095$945,506,7971.50%
DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,516,958$109,865,2171.33%
Sonen Capital LLC 17,761$775,2681.32%
Thematics Asset Management 546,384$23,849,6621.30%
View complete list of ESSENTIAL UTILS INC shareholders