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 | $19,852,393 | +4.0% | 578,281 | +20.8% | 0.00% | 0.0% |
| Q2 2023 | $19,097,577 | -55.4% | 478,516 | -51.2% | 0.00% | 0.0% |
| Q1 2023 | $42,805,880 | +42.3% | 980,662 | +55.6% | 0.00% | -33.3% |
| Q4 2022 | $30,082,115 | -8.2% | 630,256 | -20.4% | 0.00% | 0.0% |
| Q3 2022 | $32,776,000 | +15.9% | 792,072 | +28.4% | 0.00% | 0.0% |
| Q2 2022 | $28,285,000 | +92.4% | 616,911 | +114.5% | 0.00% | +200.0% |
| Q1 2022 | $14,703,000 | -18.5% | 287,559 | -14.4% | 0.00% | 0.0% |
| Q4 2021 | $18,045,000 | +50.5% | 336,092 | +29.2% | 0.00% | 0.0% |
| Q3 2021 | $11,987,000 | -8.4% | 260,124 | -9.1% | 0.00% | 0.0% |
| Q2 2021 | $13,082,000 | +1.8% | 286,255 | -0.3% | 0.00% | 0.0% |
| Q1 2021 | $12,846,000 | -60.2% | 287,061 | -58.0% | 0.00% | -66.7% |
| Q4 2020 | $32,306,000 | +22.2% | 683,140 | +4.0% | 0.00% | 0.0% |
| Q3 2020 | $26,440,000 | +210.3% | 656,895 | +225.6% | 0.00% | +200.0% |
| Q2 2020 | $8,521,000 | -6.8% | 201,739 | -10.2% | 0.00% | 0.0% |
| Q1 2020 | $9,146,000 | – | 224,733 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Zimmer Partners, LP | 6,177,588 | $212,076,596 | 5.47% |
| Costello Asset Management, INC | 113,505 | $3,896,633 | 3.58% |
| Wills Financial Group, Inc. | 158,429 | $5,438,884 | 2.94% |
| Tandem Investment Advisors, Inc. | 1,966,687 | $67,516,365 | 2.85% |
| Silver Lake Advisory, LLC | 104,814 | $3,598 | 2.22% |
| Beck Bode, LLC | 233,847 | $8,027,970 | 2.05% |
| Sonen Capital LLC | 21,589 | $741,150 | 1.46% |
| Eaton Financial Holdings Company, LLC | 156,140 | $5,360,292 | 1.44% |
| Blossom Wealth Management | 12,889 | $442,467 | 1.42% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2,756,100 | $94,616,913 | 1.25% |