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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $211,850 | -31.4% | 6,171 | -20.3% | 0.17% | -29.8% |
| Q2 2023 | $308,903 | -8.6% | 7,740 | 0.0% | 0.25% | -12.1% |
| Q1 2023 | $337,851 | -12.0% | 7,740 | -3.7% | 0.28% | -15.6% |
| Q4 2022 | $383,749 | -1.3% | 8,040 | -8.5% | 0.33% | -9.5% |
| Q3 2022 | $389,000 | -3.5% | 8,790 | 0.0% | 0.37% | -31.0% |
| Q2 2022 | $403,000 | -10.6% | 8,790 | -0.4% | 0.54% | +9.2% |
| Q1 2022 | $451,000 | -7.8% | 8,824 | -3.2% | 0.49% | -1.2% |
| Q4 2021 | $489,000 | +8.9% | 9,114 | -6.4% | 0.50% | +4.9% |
| Q3 2021 | $449,000 | +0.9% | 9,737 | 0.0% | 0.47% | -3.3% |
| Q2 2021 | $445,000 | +2.1% | 9,737 | 0.0% | 0.49% | -13.0% |
| Q1 2021 | $436,000 | -16.0% | 9,737 | -11.3% | 0.56% | -5.4% |
| Q4 2020 | $519,000 | – | 10,980 | – | 0.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wills Financial Group, Inc. | 157,683 | $6,882,866 | 3.71% |
| Tandem Investment Advisors, Inc. | 1,760,426 | $76,843 | 3.68% |
| Costello Asset Management, INC | 78,370 | $3,420,851 | 3.52% |
| Silver Lake Advisory, LLC | 106,200 | $4,635,623 | 2.57% |
| Blossom Wealth Management | 12,169 | $531,161 | 2.16% |
| Zimmer Partners, LP | 2,159,278 | $94,252,485 | 1.93% |
| CANADA PENSION PLAN INVESTMENT BOARD | 21,661,095 | $945,506,797 | 1.50% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2,516,958 | $109,865,217 | 1.33% |
| Sonen Capital LLC | 17,761 | $775,268 | 1.32% |
| Thematics Asset Management | 546,384 | $23,849,662 | 1.30% |