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 | $1,681,140 | -17.7% | 48,970 | -4.3% | 0.01% | -13.3% |
| Q2 2023 | $2,041,556 | +92361.8% | 51,154 | +1.1% | 0.02% | -11.8% |
| Q1 2023 | $2,208 | -24.5% | 50,594 | -17.5% | 0.02% | -26.1% |
| Q4 2022 | $2,926 | -99.9% | 61,294 | -4.7% | 0.02% | 0.0% |
| Q3 2022 | $2,667,000 | -4.0% | 64,294 | +6.1% | 0.02% | -4.2% |
| Q2 2022 | $2,777,000 | +12.3% | 60,575 | +25.2% | 0.02% | +41.2% |
| Q1 2022 | $2,473,000 | +1.7% | 48,375 | -3.0% | 0.02% | -5.6% |
| Q4 2021 | $2,431,000 | +5.8% | 49,875 | 0.0% | 0.02% | +28.6% |
| Q3 2021 | $2,298,000 | -4.9% | 49,875 | -5.7% | 0.01% | -6.7% |
| Q2 2021 | $2,416,000 | -7.0% | 52,875 | -9.0% | 0.02% | -6.2% |
| Q1 2021 | $2,599,000 | -5.0% | 58,075 | +0.4% | 0.02% | -11.1% |
| Q4 2020 | $2,735,000 | +18.0% | 57,835 | +0.5% | 0.02% | -5.3% |
| Q3 2020 | $2,317,000 | -4.7% | 57,575 | 0.0% | 0.02% | -13.6% |
| Q2 2020 | $2,432,000 | -3.9% | 57,575 | -7.4% | 0.02% | -21.4% |
| Q1 2020 | $2,531,000 | – | 62,175 | – | 0.03% | – |
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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% |