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 | $414,638 | -10.8% | 12,078 | +3.7% | 0.00% | – |
| Q2 2023 | $464,872 | -9.1% | 11,648 | -1.9% | 0.00% | – |
| Q1 2023 | $511,186 | -6.5% | 11,877 | +3.7% | 0.00% | – |
| Q4 2022 | $546,604 | +10.9% | 11,452 | -4.0% | 0.00% | – |
| Q3 2022 | $493,000 | -25.3% | 11,924 | -17.2% | 0.00% | -100.0% |
| Q2 2022 | $660,000 | +9.6% | 14,395 | +22.3% | 0.00% | – |
| Q1 2022 | $602,000 | +10.3% | 11,774 | +15.7% | 0.00% | – |
| Q4 2021 | $546,000 | +40.7% | 10,172 | +21.0% | 0.00% | – |
| Q3 2021 | $388,000 | +11.2% | 8,410 | +10.3% | 0.00% | – |
| Q2 2021 | $349,000 | +16.3% | 7,627 | +13.7% | 0.00% | – |
| Q1 2021 | $300,000 | -86.4% | 6,710 | -85.6% | 0.00% | -100.0% |
| Q4 2020 | $2,207,000 | -11.6% | 46,659 | -24.8% | 0.00% | 0.0% |
| Q3 2020 | $2,496,000 | -41.8% | 62,013 | -38.9% | 0.00% | -50.0% |
| Q2 2020 | $4,290,000 | -47.0% | 101,552 | -48.9% | 0.00% | -60.0% |
| Q1 2020 | $8,089,000 | – | 198,759 | – | 0.01% | – |
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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% |