Halpern Financial, Inc. - 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
Halpern Financial, Inc. ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q3 2023$22,589
-14.0%
6580.0%0.01%
-11.1%
Q2 2023$26,261
-8.6%
6580.0%0.01%
-10.0%
Q1 2023$28,722
-8.5%
6580.0%0.01%
-16.7%
Q4 2022$31,406
+15.3%
6580.0%0.01%
+9.1%
Q3 2022$27,228
-9.7%
6580.0%0.01%
-8.3%
Q2 2022$30,169
-10.3%
6580.0%0.01%0.0%
Q1 2022$33,644
-4.8%
6580.0%0.01%
-20.0%
Q4 2021$35,328
+16.5%
6580.0%0.02%
+7.1%
Q3 2021$30,321
-31.6%
658
-32.2%
0.01%
-33.3%
Q2 2021$44,329
+50.5%
970
+47.4%
0.02%
+50.0%
Q1 2021$29,446
-5.4%
6580.0%0.01%
-12.5%
Q4 2020$31,1176580.02%
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