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 | $11,769,835 | -18.7% | 342,844 | -5.5% | 0.08% | -13.6% |
| Q2 2023 | $14,483,259 | -9.9% | 362,898 | -1.4% | 0.09% | -17.0% |
| Q1 2023 | $16,072,541 | -9.4% | 368,214 | -0.9% | 0.11% | -14.5% |
| Q4 2022 | $17,739,427 | +13.9% | 371,662 | -1.2% | 0.12% | +9.7% |
| Q3 2022 | $15,570,000 | -10.7% | 376,265 | -1.1% | 0.11% | -4.2% |
| Q2 2022 | $17,442,000 | -12.4% | 380,418 | -2.4% | 0.12% | +8.3% |
| Q1 2022 | $19,922,000 | -4.6% | 389,628 | +0.2% | 0.11% | +4.8% |
| Q4 2021 | $20,883,000 | +17.7% | 388,959 | +1.0% | 0.10% | +9.5% |
| Q3 2021 | $17,748,000 | -2.2% | 385,161 | -3.0% | 0.10% | +55.7% |
| Q2 2021 | $18,148,000 | +0.2% | 397,107 | -1.9% | 0.06% | -4.7% |
| Q1 2021 | $18,110,000 | -4.9% | 404,694 | +0.5% | 0.06% | -9.9% |
| Q4 2020 | $19,046,000 | +15.7% | 402,748 | -1.5% | 0.07% | -10.1% |
| Q3 2020 | $16,459,000 | -6.5% | 408,915 | -1.9% | 0.08% | -7.1% |
| Q2 2020 | $17,599,000 | +2.7% | 416,636 | -1.0% | 0.08% | -9.6% |
| Q1 2020 | $17,131,000 | – | 420,914 | – | 0.09% | – |
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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% |