ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 565 filers reported holding ESSENTIAL UTILS INC in Q3 2020. The put-call ratio across all filers is 0.70 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,133,796 | +10.3% | 178,677 | +28.3% | 0.01% | +12.5% |
| Q2 2023 | $5,559,245 | -7.8% | 139,288 | +0.8% | 0.01% | -11.1% |
| Q1 2023 | $6,030,768 | -10.5% | 138,159 | -2.1% | 0.01% | -10.0% |
| Q4 2022 | $6,738,524 | +4.6% | 141,181 | -9.3% | 0.01% | -9.1% |
| Q3 2022 | $6,443,000 | -14.5% | 155,707 | -5.2% | 0.01% | -8.3% |
| Q2 2022 | $7,533,000 | +68.0% | 164,295 | +87.3% | 0.01% | +100.0% |
| Q1 2022 | $4,485,000 | -1.5% | 87,713 | +3.4% | 0.01% | 0.0% |
| Q4 2021 | $4,555,000 | +9.5% | 84,841 | -6.0% | 0.01% | 0.0% |
| Q3 2021 | $4,158,000 | +8.7% | 90,219 | +7.8% | 0.01% | 0.0% |
| Q2 2021 | $3,826,000 | +2.7% | 83,720 | +0.6% | 0.01% | 0.0% |
| Q1 2021 | $3,725,000 | -6.4% | 83,231 | -1.1% | 0.01% | -14.3% |
| Q4 2020 | $3,978,000 | -6.7% | 84,136 | -20.6% | 0.01% | -22.2% |
| Q3 2020 | $4,263,000 | -21.2% | 105,903 | -17.3% | 0.01% | -25.0% |
| Q2 2020 | $5,408,000 | -95.5% | 128,047 | -95.7% | 0.01% | -96.4% |
| Q1 2020 | $121,245,000 | – | 2,977,967 | – | 0.34% | – |
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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% |