ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 14 filers reported holding ESSENTIAL UTILS INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,780,216 | -12.2% | 51,856 | +2.1% | 0.04% | -8.5% |
| Q2 2023 | $2,027,189 | +93.7% | 50,794 | +111.8% | 0.05% | +51.6% |
| Q1 2023 | $1,046,814 | -4.2% | 23,982 | +4.7% | 0.03% | 0.0% |
| Q4 2022 | $1,092,969 | +19.5% | 22,899 | +3.6% | 0.03% | +14.8% |
| Q3 2022 | $915,000 | -8.5% | 22,106 | +1.3% | 0.03% | -3.6% |
| Q2 2022 | $1,000,000 | -10.6% | 21,816 | -0.2% | 0.03% | +7.7% |
| Q1 2022 | $1,118,000 | +30.6% | 21,862 | +37.1% | 0.03% | +44.4% |
| Q4 2021 | $856,000 | +7.3% | 15,951 | -7.9% | 0.02% | 0.0% |
| Q3 2021 | $798,000 | -0.9% | 17,311 | -1.7% | 0.02% | +5.9% |
| Q2 2021 | $805,000 | +7.0% | 17,606 | +4.8% | 0.02% | +13.3% |
| Q1 2021 | $752,000 | +97.4% | 16,801 | +108.5% | 0.02% | +66.7% |
| Q4 2020 | $381,000 | +86.8% | 8,057 | +59.0% | 0.01% | +50.0% |
| Q3 2020 | $204,000 | -4.7% | 5,066 | +0.2% | 0.01% | 0.0% |
| Q2 2020 | $214,000 | – | 5,056 | – | 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% |