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 | $270,021 | -13.9% | 7,865 | +0.1% | 0.00% | -25.0% |
| Q2 2023 | $313,648 | -9.1% | 7,859 | -0.6% | 0.00% | -20.0% |
| Q1 2023 | $345,114 | -7.9% | 7,906 | +0.7% | 0.01% | 0.0% |
| Q4 2022 | $374,597 | +15.3% | 7,848 | +0.1% | 0.01% | 0.0% |
| Q3 2022 | $325,000 | +3.2% | 7,844 | +14.3% | 0.01% | +25.0% |
| Q2 2022 | $315,000 | -5.4% | 6,862 | +5.5% | 0.00% | 0.0% |
| Q1 2022 | $333,000 | -3.5% | 6,504 | +1.2% | 0.00% | 0.0% |
| Q4 2021 | $345,000 | +6.5% | 6,424 | -8.7% | 0.00% | 0.0% |
| Q3 2021 | $324,000 | +0.9% | 7,037 | +0.0% | 0.00% | 0.0% |
| Q2 2021 | $321,000 | -0.9% | 7,035 | -2.7% | 0.00% | -20.0% |
| Q1 2021 | $324,000 | -5.3% | 7,229 | +0.0% | 0.01% | -16.7% |
| Q4 2020 | $342,000 | +17.5% | 7,227 | +0.0% | 0.01% | +20.0% |
| Q3 2020 | $291,000 | -7.0% | 7,225 | -2.6% | 0.01% | -16.7% |
| Q2 2020 | $313,000 | – | 7,420 | – | 0.01% | – |
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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% |