LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA - ESSENTIAL UTILS INC ownership

ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 588 filers reported holding ESSENTIAL UTILS INC in Q3 2021. The put-call ratio across all filers is 0.60 and the average weighting 0.1%.

Quarter-by-quarter ownership
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q1 2023$61,110
-8.5%
1,4000.0%0.00%0.0%
Q4 2022$66,822
+15.2%
1,4000.0%0.00%0.0%
Q3 2022$58,000
-37.0%
1,400
-30.0%
0.00%0.0%
Q2 2022$92,000
-9.8%
2,0000.0%0.00%0.0%
Q1 2022$102,000
-19.0%
2,000
-14.6%
0.00%0.0%
Q4 2021$126,000
+16.7%
2,3420.0%0.00%0.0%
Q3 2021$108,000
+0.9%
2,3420.0%0.00%0.0%
Q2 2021$107,000
-3.6%
2,3420.0%0.00%0.0%
Q4 2020$111,000
+18.1%
2,3420.0%0.00%0.0%
Q3 2020$94,000
-5.1%
2,3420.0%0.00%0.0%
Q2 2020$99,000
+4.2%
2,3420.0%0.00%
-50.0%
Q1 2020$95,0002,3420.00%
Other shareholders
ESSENTIAL UTILS INC shareholders Q3 2021
NameSharesValueWeighting ↓
Zimmer Partners, LP 6,177,588$212,076,5965.47%
Costello Asset Management, INC 113,505$3,896,6333.58%
Wills Financial Group, Inc. 158,429$5,438,8842.94%
Tandem Investment Advisors, Inc. 1,966,687$67,516,3652.85%
Silver Lake Advisory, LLC 104,814$3,5982.22%
Beck Bode, LLC 233,847$8,027,9702.05%
Sonen Capital LLC 21,589$741,1501.46%
Eaton Financial Holdings Company, LLC 156,140$5,360,2921.44%
Blossom Wealth Management 12,889$442,4671.42%
DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,756,100$94,616,9131.25%
View complete list of ESSENTIAL UTILS INC shareholders