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 | $60,714,734 | -10.2% | 1,768,562 | +4.4% | 0.02% | -10.5% |
| Q2 2023 | $67,598,042 | -7.1% | 1,693,762 | +1.6% | 0.02% | -13.6% |
| Q1 2023 | $72,776,903 | -7.4% | 1,667,283 | +1.3% | 0.02% | -12.0% |
| Q4 2022 | $78,590,929 | +19.2% | 1,646,573 | +3.3% | 0.02% | +4.2% |
| Q3 2022 | $65,954,000 | -5.1% | 1,593,845 | +5.2% | 0.02% | 0.0% |
| Q2 2022 | $69,472,000 | -6.7% | 1,515,203 | +4.0% | 0.02% | +9.1% |
| Q1 2022 | $74,495,000 | -1.3% | 1,456,951 | +3.7% | 0.02% | 0.0% |
| Q4 2021 | $75,466,000 | +23.5% | 1,405,589 | +6.0% | 0.02% | +10.0% |
| Q3 2021 | $61,117,000 | +5.2% | 1,326,303 | +4.4% | 0.02% | +5.3% |
| Q2 2021 | $58,071,000 | +6.5% | 1,270,707 | +4.2% | 0.02% | -5.0% |
| Q1 2021 | $54,551,000 | -3.6% | 1,218,999 | +1.9% | 0.02% | -9.1% |
| Q4 2020 | $56,599,000 | +19.5% | 1,196,846 | +1.7% | 0.02% | 0.0% |
| Q3 2020 | $47,366,000 | -9.5% | 1,176,777 | -5.0% | 0.02% | -15.4% |
| Q2 2020 | $52,331,000 | +2.6% | 1,238,879 | -1.2% | 0.03% | -13.3% |
| Q1 2020 | $51,028,000 | – | 1,253,748 | – | 0.03% | – |
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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% |