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 | $1,029,728 | -8.2% | 29,995 | +6.7% | 0.01% | 0.0% |
| Q2 2023 | $1,121,870 | -8.6% | 28,110 | -0.0% | 0.01% | -13.3% |
| Q1 2023 | $1,227,613 | -10.3% | 28,124 | -1.9% | 0.02% | -11.8% |
| Q4 2022 | $1,368,371 | -3.6% | 28,669 | -16.4% | 0.02% | -10.5% |
| Q3 2022 | $1,419,000 | -17.6% | 34,294 | -8.7% | 0.02% | -13.6% |
| Q2 2022 | $1,723,000 | -16.0% | 37,580 | -6.3% | 0.02% | -8.3% |
| Q1 2022 | $2,050,000 | -4.4% | 40,097 | +0.4% | 0.02% | +4.3% |
| Q4 2021 | $2,144,000 | +4.3% | 39,927 | -10.5% | 0.02% | -8.0% |
| Q3 2021 | $2,056,000 | -34.6% | 44,616 | +24.0% | 0.02% | +31.6% |
| Q2 2021 | $3,144,000 | +164.4% | 35,980 | +35.5% | 0.02% | +26.7% |
| Q1 2021 | $1,189,000 | -1.7% | 26,559 | +3.9% | 0.02% | -11.8% |
| Q4 2020 | $1,209,000 | +11.1% | 25,559 | -5.4% | 0.02% | 0.0% |
| Q3 2020 | $1,088,000 | +20.4% | 27,028 | +26.3% | 0.02% | +6.2% |
| Q2 2020 | $904,000 | +3.8% | 21,403 | 0.0% | 0.02% | -11.1% |
| Q1 2020 | $871,000 | – | 21,403 | – | 0.02% | – |
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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% |