Cassady Schiller Wealth Management, LLC - ESSENTIAL UTILS INC ownership

ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 648 filers reported holding ESSENTIAL UTILS INC in Q4 2022. The put-call ratio across all filers is 4.21 and the average weighting 0.1%.

Quarter-by-quarter ownership
Cassady Schiller Wealth Management, LLC ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q3 2023$21,456
-14.0%
6250.0%0.01%
-14.3%
Q2 2023$24,944
-8.6%
6250.0%0.01%
+7.7%
Q1 2023$27,281
-8.5%
6250.0%0.01%
-27.8%
Q4 2022$29,831
-12.3%
6250.0%0.02%
-10.0%
Q4 2021$34,0006250.02%
Other shareholders
ESSENTIAL UTILS INC shareholders Q4 2022
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