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 | $7,245,466 | +11.2% | 211,052 | +29.3% | 0.01% | +18.2% |
| Q2 2023 | $6,514,452 | -32.7% | 163,228 | -26.4% | 0.01% | -38.9% |
| Q1 2023 | $9,681,381 | +47.6% | 221,797 | +61.4% | 0.02% | +20.0% |
| Q4 2022 | $6,560,740 | +5.6% | 137,455 | -8.4% | 0.02% | +7.1% |
| Q3 2022 | $6,212,000 | +60.2% | 150,129 | +77.8% | 0.01% | +75.0% |
| Q2 2022 | $3,877,000 | -31.2% | 84,452 | -23.4% | 0.01% | -27.3% |
| Q1 2022 | $5,638,000 | -33.5% | 110,295 | -30.1% | 0.01% | -31.2% |
| Q4 2021 | $8,478,000 | +24.1% | 157,878 | +6.5% | 0.02% | +14.3% |
| Q3 2021 | $6,829,000 | -20.5% | 148,194 | -21.2% | 0.01% | -26.3% |
| Q2 2021 | $8,595,000 | +4.6% | 188,065 | +2.4% | 0.02% | -9.5% |
| Q1 2021 | $8,215,000 | +8.0% | 183,585 | +14.2% | 0.02% | +5.0% |
| Q4 2020 | $7,604,000 | +282.3% | 160,787 | +225.4% | 0.02% | +233.3% |
| Q3 2020 | $1,989,000 | +193.4% | 49,406 | +207.7% | 0.01% | +200.0% |
| Q2 2020 | $678,000 | +7.8% | 16,056 | +3.9% | 0.00% | 0.0% |
| Q1 2020 | $629,000 | – | 15,457 | – | 0.00% | – |
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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% |