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 | $2,108 | -15.6% | 61,392 | -1.9% | 0.01% | -16.7% |
| Q2 2023 | $2,497 | -36.3% | 62,558 | -30.4% | 0.01% | -40.0% |
| Q1 2023 | $3,922 | -9.1% | 89,833 | -0.6% | 0.01% | -9.1% |
| Q4 2022 | $4,315 | -99.9% | 90,418 | -7.1% | 0.01% | 0.0% |
| Q3 2022 | $4,029,000 | +34.3% | 97,361 | +48.8% | 0.01% | +37.5% |
| Q2 2022 | $2,999,000 | -9.9% | 65,412 | +0.5% | 0.01% | +14.3% |
| Q1 2022 | $3,329,000 | -16.0% | 65,107 | -11.8% | 0.01% | -12.5% |
| Q4 2021 | $3,961,000 | -39.7% | 73,777 | -48.2% | 0.01% | -38.5% |
| Q3 2021 | $6,565,000 | +140.1% | 142,472 | +138.1% | 0.01% | +116.7% |
| Q2 2021 | $2,734,000 | -20.6% | 59,831 | -22.2% | 0.01% | -25.0% |
| Q1 2021 | $3,442,000 | -5.3% | 76,916 | +0.1% | 0.01% | 0.0% |
| Q4 2020 | $3,635,000 | +14.3% | 76,867 | -2.7% | 0.01% | 0.0% |
| Q3 2020 | $3,179,000 | -8.4% | 78,983 | -3.8% | 0.01% | -20.0% |
| Q2 2020 | $3,469,000 | +10.9% | 82,118 | +6.9% | 0.01% | -9.1% |
| Q1 2020 | $3,127,000 | – | 76,831 | – | 0.01% | – |
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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% |