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 | $2,076,037 | -13.2% | 60,473 | +0.9% | 0.00% | 0.0% |
| Q2 2023 | $2,392,645 | -54.8% | 59,951 | -50.6% | 0.00% | -50.0% |
| Q1 2023 | $5,295,531 | +0.9% | 121,318 | +10.3% | 0.00% | 0.0% |
| Q4 2022 | $5,250,300 | -26.5% | 110,000 | -36.3% | 0.00% | -20.0% |
| Q3 2022 | $7,144,000 | +35.0% | 172,635 | +49.6% | 0.01% | +25.0% |
| Q2 2022 | $5,292,000 | -15.6% | 115,426 | -5.9% | 0.00% | 0.0% |
| Q1 2022 | $6,272,000 | +25.5% | 122,653 | +31.8% | 0.00% | +33.3% |
| Q4 2021 | $4,999,000 | +9.9% | 93,094 | -5.7% | 0.00% | 0.0% |
| Q3 2021 | $4,547,000 | -11.5% | 98,675 | -12.2% | 0.00% | 0.0% |
| Q2 2021 | $5,137,000 | -9.0% | 112,429 | -10.9% | 0.00% | -25.0% |
| Q1 2021 | $5,644,000 | -17.8% | 126,137 | -13.1% | 0.00% | 0.0% |
| Q4 2020 | $6,867,000 | +75.8% | 145,235 | +49.6% | 0.00% | +33.3% |
| Q3 2020 | $3,907,000 | -14.8% | 97,054 | -10.6% | 0.00% | -25.0% |
| Q2 2020 | $4,586,000 | +102.8% | 108,600 | +95.6% | 0.00% | +100.0% |
| Q1 2020 | $2,261,000 | – | 55,530 | – | 0.00% | – |
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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% |