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 | $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 ↓ |
|---|---|---|---|
| Coann Capital LLC | 171,374 | $9,201,000 | 5.02% |
| Tandem Investment Advisors, Inc. | 1,049,854 | $56,367,000 | 3.66% |
| Wills Financial Group, Inc. | 156,689 | $8,412,000 | 3.33% |
| Blossom Wealth Management | 9,085 | $488,000 | 2.40% |
| Silver Lake Advisory, LLC | 81,765 | $4,390,000 | 2.03% |
| FIRST NATIONAL CORP /MA/ /ADV | 140,060 | $7,520,000 | 1.68% |
| Electron Capital Partners, LLC | 540,449 | $29,017,000 | 1.49% |
| Cutter & CO Brokerage, Inc. | 98,125 | $5,268,000 | 1.44% |
| Addison Capital Co | 57,326 | $3,078,000 | 1.38% |
| ELCO Management Co., LLC | 34,841 | $1,871,000 | 1.34% |