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 | $4,263,272 | -20.8% | 124,185 | -7.9% | 0.10% | -17.4% |
| Q2 2023 | $5,380,268 | -8.0% | 134,810 | +0.6% | 0.12% | -13.6% |
| Q1 2023 | $5,849,231 | -8.8% | 134,003 | -0.2% | 0.14% | -12.5% |
| Q4 2022 | $6,411,523 | +14.7% | 134,329 | -0.6% | 0.16% | +3.9% |
| Q3 2022 | $5,592,000 | -9.8% | 135,129 | -0.1% | 0.15% | -3.1% |
| Q2 2022 | $6,200,000 | -10.3% | 135,229 | 0.0% | 0.16% | +1.3% |
| Q1 2022 | $6,914,000 | -4.8% | 135,229 | 0.0% | 0.16% | -0.6% |
| Q4 2021 | $7,260,000 | +16.5% | 135,229 | 0.0% | 0.16% | +3.9% |
| Q3 2021 | $6,231,000 | +4.4% | 135,229 | +3.6% | 0.15% | +4.8% |
| Q2 2021 | $5,967,000 | +1.7% | 130,569 | -0.4% | 0.14% | -7.1% |
| Q1 2021 | $5,868,000 | -5.4% | 131,137 | 0.0% | 0.16% | -8.8% |
| Q4 2020 | $6,201,000 | +14.2% | 131,137 | -2.8% | 0.17% | +2.4% |
| Q3 2020 | $5,430,000 | -5.0% | 134,903 | -0.3% | 0.17% | -13.0% |
| Q2 2020 | $5,714,000 | +2.0% | 135,283 | -1.7% | 0.19% | -12.7% |
| Q1 2020 | $5,603,000 | – | 137,661 | – | 0.22% | – |
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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% |