PLANNING DIRECTIONS INC - ESSENTIAL UTILS INC ownership

ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 592 filers reported holding ESSENTIAL UTILS INC in Q4 2020. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.

Quarter-by-quarter ownership
PLANNING DIRECTIONS INC ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q1 2023$235
-19.0%
5,380
-11.5%
0.18%
-20.8%
Q4 2022$290
-99.9%
6,078
-2.5%
0.22%
+6.2%
Q3 2022$258,000
-9.5%
6,234
+0.4%
0.21%
-4.6%
Q2 2022$285,000
+0.7%
6,208
+12.1%
0.22%
+9.5%
Q1 2022$283,000
-4.4%
5,538
+0.4%
0.20%
+1.0%
Q4 2021$296,000
+20.3%
5,516
+3.4%
0.20%
+10.1%
Q3 2021$246,000
+1.2%
5,337
+0.4%
0.18%
+0.6%
Q2 2021$243,000
+2.5%
5,318
+0.4%
0.18%
-4.3%
Q1 2021$237,000
-5.2%
5,299
+0.4%
0.19%
-8.4%
Q4 2020$250,000
+17.9%
5,279
+0.4%
0.20%
+8.6%
Q3 2020$212,000
-7.4%
5,260
-3.1%
0.19%
-12.6%
Q2 2020$229,0005,4300.21%
Other shareholders
ESSENTIAL UTILS INC shareholders Q4 2020
NameSharesValueWeighting ↓
Zimmer Partners, LP 6,177,588$212,076,5965.47%
Costello Asset Management, INC 113,505$3,896,6333.58%
Wills Financial Group, Inc. 158,429$5,438,8842.94%
Tandem Investment Advisors, Inc. 1,966,687$67,516,3652.85%
Silver Lake Advisory, LLC 104,814$3,5982.22%
Beck Bode, LLC 233,847$8,027,9702.05%
Sonen Capital LLC 21,589$741,1501.46%
Eaton Financial Holdings Company, LLC 156,140$5,360,2921.44%
Blossom Wealth Management 12,889$442,4671.42%
DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,756,100$94,616,9131.25%
View complete list of ESSENTIAL UTILS INC shareholders