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 | $140,427,998 | -16.3% | 4,090,533 | -2.7% | 0.04% | -13.6% |
| Q2 2023 | $167,838,153 | -0.9% | 4,205,416 | +8.4% | 0.04% | -6.4% |
| Q1 2023 | $169,337,338 | -9.5% | 3,879,435 | -1.0% | 0.05% | -14.5% |
| Q4 2022 | $187,022,321 | +28.5% | 3,918,339 | +11.4% | 0.06% | +17.0% |
| Q3 2022 | $145,488,000 | -14.9% | 3,515,913 | -5.7% | 0.05% | -9.6% |
| Q2 2022 | $170,902,000 | -7.2% | 3,727,426 | +3.5% | 0.05% | +10.6% |
| Q1 2022 | $184,111,000 | -8.3% | 3,600,859 | -3.7% | 0.05% | -2.1% |
| Q4 2021 | $200,686,000 | +20.7% | 3,737,877 | +3.6% | 0.05% | +14.3% |
| Q3 2021 | $166,295,000 | +11.4% | 3,608,852 | +10.5% | 0.04% | +13.5% |
| Q2 2021 | $149,252,000 | +12.4% | 3,265,901 | +10.1% | 0.04% | +5.7% |
| Q1 2021 | $132,784,000 | +21.6% | 2,967,231 | +28.5% | 0.04% | +9.4% |
| Q4 2020 | $109,200,000 | +7.2% | 2,309,171 | -8.8% | 0.03% | -5.9% |
| Q3 2020 | $101,882,000 | +6.7% | 2,531,227 | +12.0% | 0.03% | 0.0% |
| Q2 2020 | $95,447,000 | -24.3% | 2,259,617 | -27.0% | 0.03% | -35.8% |
| Q1 2020 | $126,068,000 | – | 3,097,475 | – | 0.05% | – |
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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% |