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 | $5,364 | -15.0% | 156,237 | -1.2% | 0.05% | -9.8% |
| Q2 2023 | $6,309 | -11.2% | 158,074 | -2.9% | 0.05% | -16.4% |
| Q1 2023 | $7,106 | -14.4% | 162,801 | -6.4% | 0.06% | -17.6% |
| Q4 2022 | $8,298 | -99.9% | 173,847 | -0.6% | 0.07% | +5.7% |
| Q3 2022 | $7,240,000 | -5.1% | 174,969 | +5.2% | 0.07% | -1.4% |
| Q2 2022 | $7,626,000 | -6.6% | 166,326 | +4.1% | 0.07% | +12.7% |
| Q1 2022 | $8,168,000 | -54.1% | 159,759 | -51.8% | 0.06% | -4.5% |
| Q4 2021 | $17,800,000 | +142.0% | 331,542 | +107.8% | 0.07% | +6.5% |
| Q3 2021 | $7,354,000 | -8.6% | 159,582 | -9.3% | 0.06% | -3.1% |
| Q2 2021 | $8,044,000 | +544.0% | 176,025 | +530.7% | 0.06% | +36.2% |
| Q1 2021 | $1,249,000 | -11.2% | 27,908 | -6.2% | 0.05% | -11.3% |
| Q4 2020 | $1,407,000 | +17.7% | 29,763 | +0.3% | 0.05% | +1.9% |
| Q3 2020 | $1,195,000 | -5.1% | 29,686 | -0.4% | 0.05% | -10.3% |
| Q2 2020 | $1,259,000 | -36.7% | 29,808 | -39.0% | 0.06% | +18.4% |
| Q1 2020 | $1,988,000 | – | 48,838 | – | 0.05% | – |
Download | ||||||
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% |