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 | $455,139,862 | -19.9% | 13,257,788 | -6.9% | 0.02% | -16.7% |
| Q2 2023 | $568,475,246 | -6.3% | 14,243,930 | +2.5% | 0.03% | -11.8% |
| Q1 2023 | $606,515,746 | -57.0% | 13,894,977 | -53.0% | 0.03% | -17.1% |
| Q4 2022 | $1,411,809,966 | +156.6% | 29,579,090 | +122.5% | 0.04% | +17.1% |
| Q3 2022 | $550,169,000 | -8.7% | 13,295,529 | +1.1% | 0.04% | -2.8% |
| Q2 2022 | $602,742,000 | -10.8% | 13,145,964 | -0.6% | 0.04% | +9.1% |
| Q1 2022 | $675,886,000 | -1.4% | 13,218,964 | +3.5% | 0.03% | 0.0% |
| Q4 2021 | $685,616,000 | +24.3% | 12,769,899 | +6.7% | 0.03% | +13.8% |
| Q3 2021 | $551,566,000 | +2.0% | 11,969,751 | +1.2% | 0.03% | +3.6% |
| Q2 2021 | $540,509,000 | +12.5% | 11,827,339 | +10.1% | 0.03% | 0.0% |
| Q1 2021 | $480,661,000 | -4.6% | 10,741,027 | +0.8% | 0.03% | -9.7% |
| Q4 2020 | $503,691,000 | +27.6% | 10,651,104 | +8.6% | 0.03% | +14.8% |
| Q3 2020 | $394,770,000 | -4.9% | 9,807,945 | -0.2% | 0.03% | -10.0% |
| Q2 2020 | $415,245,000 | -5.1% | 9,830,615 | -8.6% | 0.03% | -21.1% |
| Q1 2020 | $437,680,000 | – | 10,753,799 | – | 0.04% | – |
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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% |