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 | $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% | – |
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% |