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 | $3,999,716 | – | 116,508 | – | 0.02% | – |
| Q2 2023 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2022 | $5,097 | -99.9% | 105,686 | -1.5% | 0.04% | +8.1% |
| Q3 2022 | $4,432,000 | -11.6% | 107,271 | +1.5% | 0.04% | -9.8% |
| Q2 2022 | $5,011,000 | -6.1% | 105,646 | -1.4% | 0.04% | +5.1% |
| Q1 2022 | $5,338,000 | +4.0% | 107,142 | -0.0% | 0.04% | +2.6% |
| Q4 2021 | $5,131,000 | +7.9% | 107,192 | +5.7% | 0.04% | +31.0% |
| Q3 2021 | $4,756,000 | -20.3% | 101,377 | -17.1% | 0.03% | -19.4% |
| Q2 2021 | $5,967,000 | +0.1% | 122,274 | -1.6% | 0.04% | 0.0% |
| Q1 2021 | $5,961,000 | +0.2% | 124,267 | -5.1% | 0.04% | -5.3% |
| Q4 2020 | $5,952,000 | -0.5% | 130,924 | -2.6% | 0.04% | -11.6% |
| Q3 2020 | $5,984,000 | -4.2% | 134,486 | -1.6% | 0.04% | -10.4% |
| Q2 2020 | $6,247,000 | +14.0% | 136,667 | +9.0% | 0.05% | -4.0% |
| Q1 2020 | $5,479,000 | – | 125,431 | – | 0.05% | – |
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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% |