ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 615 filers reported holding ESSENTIAL UTILS INC in Q2 2023. The put-call ratio across all filers is 2.20 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,244,389 | -14.4% | 123,635 | -0.5% | 0.02% | -6.2% |
| Q2 2023 | $4,959,736 | +4.1% | 124,273 | +13.8% | 0.02% | 0.0% |
| Q1 2023 | $4,766,580 | -53.7% | 109,200 | -49.4% | 0.02% | -56.8% |
| Q4 2022 | $10,298,893 | -51.2% | 215,774 | -57.7% | 0.04% | -11.9% |
| Q3 2022 | $21,116,189 | +47.7% | 510,304 | +63.6% | 0.04% | +61.5% |
| Q2 2022 | $14,300,032 | +2134.4% | 311,888 | +2127.8% | 0.03% | +2500.0% |
| Q2 2021 | $640,000 | +104.5% | 14,000 | +100.0% | 0.00% | 0.0% |
| Q1 2021 | $313,000 | -90.0% | 7,000 | -91.0% | 0.00% | -90.9% |
| Q3 2020 | $3,140,000 | -88.5% | 78,000 | -88.0% | 0.01% | -79.6% |
| Q2 2020 | $27,398,000 | +24.8% | 648,600 | +20.2% | 0.05% | -1.8% |
| Q1 2020 | $21,954,000 | – | 539,400 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Zimmer Partners, LP | 6,177,588 | $212,076,596 | 5.47% |
| Costello Asset Management, INC | 113,505 | $3,896,633 | 3.58% |
| Wills Financial Group, Inc. | 158,429 | $5,438,884 | 2.94% |
| Tandem Investment Advisors, Inc. | 1,966,687 | $67,516,365 | 2.85% |
| Silver Lake Advisory, LLC | 104,814 | $3,598 | 2.22% |
| Beck Bode, LLC | 233,847 | $8,027,970 | 2.05% |
| Sonen Capital LLC | 21,589 | $741,150 | 1.46% |
| Eaton Financial Holdings Company, LLC | 156,140 | $5,360,292 | 1.44% |
| Blossom Wealth Management | 12,889 | $442,467 | 1.42% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2,756,100 | $94,616,913 | 1.25% |