Continuum Advisory, LLC - ESSENTIAL UTILS INC ownership

ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 643 filers reported holding ESSENTIAL UTILS INC in Q4 2021. The put-call ratio across all filers is 0.32 and the average weighting 0.1%.

Quarter-by-quarter ownership
Continuum Advisory, LLC ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q3 2023$939,921
-27.3%
27,379
-15.4%
0.15%
-26.7%
Q2 2023$1,292,246
-8.6%
32,3790.0%0.21%
-14.2%
Q1 2023$1,413,343
-8.5%
32,3790.0%0.24%
-14.0%
Q4 2022$1,545,450
+15.3%
32,3790.0%0.28%
+18.2%
Q3 2022$1,340,000
-10.8%
32,379
-1.1%
0.24%
-13.6%
Q2 2022$1,502,000
+2.5%
32,7520.0%0.27%
-1.8%
Q1 2022$1,466,000
-16.6%
32,7520.0%0.28%
-29.6%
Q4 2021$1,758,000
+17.8%
32,752
+1.2%
0.40%
-1.2%
Q3 2021$1,492,000
+0.8%
32,3790.0%0.40%
-13.0%
Q2 2021$1,480,000
-3.0%
32,3790.0%0.46%
-27.7%
Q1 2021$1,526,000
-0.3%
32,3790.0%0.64%
-8.8%
Q4 2020$1,531,000
+15.8%
32,3790.0%0.70%
-3.6%
Q3 2020$1,322,000
-5.7%
32,3790.0%0.72%
-17.7%
Q2 2020$1,402,000
+12.2%
32,3790.0%0.88%
+4.4%
Q1 2020$1,250,00032,3790.84%
Other shareholders
ESSENTIAL UTILS INC shareholders Q4 2021
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