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 | $10,886 | -8.7% | 317,086 | +6.2% | 0.03% | -3.7% |
| Q2 2023 | $11,921 | -7.2% | 298,704 | +1.5% | 0.03% | -10.0% |
| Q1 2023 | $12,846 | -8.5% | 294,291 | 0.0% | 0.03% | -14.3% |
| Q4 2022 | $14,047 | -99.9% | 294,291 | +0.2% | 0.04% | +9.4% |
| Q3 2022 | $12,149,000 | -9.7% | 293,591 | +0.1% | 0.03% | -3.0% |
| Q2 2022 | $13,452,000 | -10.2% | 293,391 | +0.2% | 0.03% | +6.5% |
| Q1 2022 | $14,976,000 | -4.8% | 292,891 | 0.0% | 0.03% | +3.3% |
| Q4 2021 | $15,725,000 | +28.3% | 292,891 | +10.1% | 0.03% | +15.4% |
| Q3 2021 | $12,257,000 | +6.0% | 266,003 | +5.1% | 0.03% | +8.3% |
| Q2 2021 | $11,568,000 | +1.7% | 253,140 | -0.4% | 0.02% | 0.0% |
| Q1 2021 | $11,377,000 | -5.4% | 254,240 | 0.0% | 0.02% | -7.7% |
| Q4 2020 | $12,023,000 | +12.4% | 254,240 | -4.3% | 0.03% | 0.0% |
| Q3 2020 | $10,696,000 | -4.7% | 265,740 | 0.0% | 0.03% | -7.1% |
| Q2 2020 | $11,225,000 | +3.8% | 265,740 | 0.0% | 0.03% | -15.2% |
| Q1 2020 | $10,816,000 | – | 265,740 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coann Capital LLC | 171,374 | $9,201,000 | 5.02% |
| Tandem Investment Advisors, Inc. | 1,049,854 | $56,367,000 | 3.66% |
| Wills Financial Group, Inc. | 156,689 | $8,412,000 | 3.33% |
| Blossom Wealth Management | 9,085 | $488,000 | 2.40% |
| Silver Lake Advisory, LLC | 81,765 | $4,390,000 | 2.03% |
| FIRST NATIONAL CORP /MA/ /ADV | 140,060 | $7,520,000 | 1.68% |
| Electron Capital Partners, LLC | 540,449 | $29,017,000 | 1.49% |
| Cutter & CO Brokerage, Inc. | 98,125 | $5,268,000 | 1.44% |
| Addison Capital Co | 57,326 | $3,078,000 | 1.38% |
| ELCO Management Co., LLC | 34,841 | $1,871,000 | 1.34% |