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 | $80,453,727 | -13.6% | 2,343,540 | +0.5% | 0.04% | -6.8% |
| Q2 2023 | $93,097,099 | -7.3% | 2,332,676 | +1.4% | 0.04% | -12.0% |
| Q1 2023 | $100,428,175 | -8.6% | 2,300,760 | -0.1% | 0.05% | -12.3% |
| Q4 2022 | $109,899,375 | +18.0% | 2,302,522 | +2.3% | 0.06% | +11.8% |
| Q3 2022 | $93,111,000 | -9.7% | 2,250,131 | +0.1% | 0.05% | 0.0% |
| Q2 2022 | $103,076,000 | +26.3% | 2,248,121 | +40.9% | 0.05% | +54.5% |
| Q1 2022 | $81,599,000 | -10.6% | 1,595,919 | -6.2% | 0.03% | 0.0% |
| Q4 2021 | $91,300,000 | +10.0% | 1,700,504 | -5.6% | 0.03% | +6.5% |
| Q3 2021 | $82,998,000 | -1.5% | 1,801,168 | -2.3% | 0.03% | -3.1% |
| Q2 2021 | $84,266,000 | +2.1% | 1,843,914 | -0.0% | 0.03% | -5.9% |
| Q1 2021 | $82,525,000 | -5.4% | 1,844,131 | -0.1% | 0.03% | -8.1% |
| Q4 2020 | $87,257,000 | +17.8% | 1,845,127 | +0.3% | 0.04% | +2.8% |
| Q3 2020 | $74,067,000 | -11.8% | 1,840,163 | +0.1% | 0.04% | -16.3% |
| Q2 2020 | $83,994,000 | +17.9% | 1,837,527 | +5.0% | 0.04% | -10.4% |
| Q1 2020 | $71,225,000 | – | 1,750,000 | – | 0.05% | – |
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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% |