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 | $100,181,865 | -8.8% | 2,918,202 | +6.1% | 0.04% | -2.8% |
| Q2 2023 | $109,804,822 | -5.9% | 2,751,311 | +2.9% | 0.04% | -14.3% |
| Q1 2023 | $116,690,111 | -4.3% | 2,673,313 | +4.7% | 0.04% | -10.6% |
| Q4 2022 | $121,871,872 | +20.8% | 2,553,360 | +4.7% | 0.05% | +20.5% |
| Q3 2022 | $100,879,000 | -18.5% | 2,437,847 | -9.7% | 0.04% | -11.4% |
| Q2 2022 | $123,765,000 | -7.8% | 2,699,357 | +2.8% | 0.04% | +7.3% |
| Q1 2022 | $134,250,000 | -1.0% | 2,625,664 | +4.0% | 0.04% | 0.0% |
| Q4 2021 | $135,576,000 | +20.1% | 2,525,160 | +3.0% | 0.04% | +10.8% |
| Q3 2021 | $112,930,000 | -0.8% | 2,450,737 | -1.7% | 0.04% | -2.6% |
| Q2 2021 | $113,895,000 | -0.1% | 2,492,228 | -2.2% | 0.04% | -9.5% |
| Q1 2021 | $113,990,000 | -1.5% | 2,547,249 | +4.1% | 0.04% | -6.7% |
| Q4 2020 | $115,750,000 | +16.9% | 2,447,646 | -0.5% | 0.04% | +2.3% |
| Q3 2020 | $98,997,000 | +0.5% | 2,459,558 | +5.5% | 0.04% | -8.3% |
| Q2 2020 | $98,518,000 | +17.6% | 2,332,332 | +13.4% | 0.05% | -2.0% |
| Q1 2020 | $83,797,000 | – | 2,057,533 | – | 0.05% | – |
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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% |