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 | $1,949,794 | +0.8% | 56,793 | +17.2% | 0.06% | +9.3% |
| Q2 2023 | $1,933,971 | -4.9% | 48,464 | +1.7% | 0.05% | -10.0% |
| Q1 2023 | $2,034,635 | -6.4% | 47,632 | +4.5% | 0.06% | -10.4% |
| Q4 2022 | $2,174,378 | +9.4% | 45,561 | -5.2% | 0.07% | +3.1% |
| Q3 2022 | $1,988,000 | -5.7% | 48,048 | +4.5% | 0.06% | 0.0% |
| Q2 2022 | $2,109,000 | -8.5% | 45,963 | +2.0% | 0.06% | +6.6% |
| Q1 2022 | $2,304,000 | -10.9% | 45,077 | -6.4% | 0.06% | 0.0% |
| Q4 2021 | $2,585,000 | +27.7% | 48,149 | +9.6% | 0.06% | +15.1% |
| Q3 2021 | $2,024,000 | +14.1% | 43,921 | +13.2% | 0.05% | +8.2% |
| Q2 2021 | $1,774,000 | +12.6% | 38,808 | +10.3% | 0.05% | -2.0% |
| Q1 2021 | $1,575,000 | +6.9% | 35,186 | +13.0% | 0.05% | -5.7% |
| Q4 2020 | $1,473,000 | +23.3% | 31,143 | +4.9% | 0.05% | +6.0% |
| Q3 2020 | $1,195,000 | -34.5% | 29,700 | -31.2% | 0.05% | -35.9% |
| Q2 2020 | $1,824,000 | -4.5% | 43,188 | -8.0% | 0.08% | -22.0% |
| Q1 2020 | $1,910,000 | – | 46,920 | – | 0.10% | – |
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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% |