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 | $230,629 | -14.0% | 6,718 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $268,115 | -53.9% | 6,718 | -49.6% | 0.01% | -58.3% |
| Q1 2023 | $581,767 | +37.7% | 13,328 | +50.6% | 0.01% | +20.0% |
| Q4 2022 | $422,411 | +74.6% | 8,850 | +51.5% | 0.01% | +66.7% |
| Q3 2022 | $242,000 | -63.7% | 5,840 | -59.8% | 0.01% | -57.1% |
| Q2 2022 | $666,000 | -12.0% | 14,540 | -1.8% | 0.01% | 0.0% |
| Q1 2022 | $757,000 | +2.0% | 14,812 | +7.2% | 0.01% | +7.7% |
| Q4 2021 | $742,000 | +17.4% | 13,812 | +0.7% | 0.01% | +8.3% |
| Q3 2021 | $632,000 | +100.6% | 13,712 | +99.0% | 0.01% | +100.0% |
| Q2 2021 | $315,000 | +2.3% | 6,891 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $308,000 | +1.3% | 6,891 | +7.0% | 0.01% | 0.0% |
| Q4 2020 | $304,000 | +6.7% | 6,441 | -9.0% | 0.01% | -14.3% |
| Q3 2020 | $285,000 | -37.4% | 7,081 | -34.2% | 0.01% | -41.7% |
| Q2 2020 | $455,000 | +12.9% | 10,756 | +8.7% | 0.01% | 0.0% |
| Q1 2020 | $403,000 | – | 9,896 | – | 0.01% | – |
Download | ||||||
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% |