BANK OF MONTREAL /CAN/ - ESSENTIAL UTILS INC ownership

ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 648 filers reported holding ESSENTIAL UTILS INC in Q4 2022. The put-call ratio across all filers is 4.21 and the average weighting 0.1%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q3 2023$6,891,452
-11.2%
182,555
-1.4%
0.00%
-33.3%
Q2 2023$7,759,225
-13.5%
185,229
-0.6%
0.00%
-25.0%
Q4 2022$8,967,244
+12.4%
186,429
-0.1%
0.00%
+33.3%
Q3 2022$7,978,000
-84.6%
186,705
-83.5%
0.00%
-87.5%
Q2 2022$51,863,000
+4.3%
1,128,439
+18.0%
0.02%0.0%
Q1 2022$49,739,000
-46.6%
956,706
-45.1%
0.02%
-51.0%
Q4 2021$93,128,000
+10.9%
1,741,384
-2.9%
0.05%
+28.9%
Q3 2021$83,964,000
+34.7%
1,792,920
+32.7%
0.04%
+22.6%
Q2 2021$62,317,000
+0.1%
1,351,191
-1.6%
0.03%
-24.4%
Q1 2021$62,241,000
-47.8%
1,373,055
-44.6%
0.04%
-48.1%
Q4 2020$119,315,000
+2976.7%
2,476,456
+2527.1%
0.08%
+2533.3%
Q3 2020$3,878,000
-1.5%
94,267
+1.8%
0.00%
-25.0%
Q2 2020$3,939,000
+18.1%
92,599
+11.3%
0.00%0.0%
Q1 2020$3,335,00083,1830.00%
Other shareholders
ESSENTIAL UTILS INC shareholders Q4 2022
NameSharesValueWeighting ↓
Wills Financial Group, Inc. 157,683$6,882,8663.71%
Tandem Investment Advisors, Inc. 1,760,426$76,8433.68%
Costello Asset Management, INC 78,370$3,420,8513.52%
Silver Lake Advisory, LLC 106,200$4,635,6232.57%
Blossom Wealth Management 12,169$531,1612.16%
Zimmer Partners, LP 2,159,278$94,252,4851.93%
CANADA PENSION PLAN INVESTMENT BOARD 21,661,095$945,506,7971.50%
DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,516,958$109,865,2171.33%
Sonen Capital LLC 17,761$775,2681.32%
Thematics Asset Management 546,384$23,849,6621.30%
View complete list of ESSENTIAL UTILS INC shareholders