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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $227,672 | -22.3% | 4,770 | -22.9% | 0.05% | +23.8% |
| Q2 2022 | $293,000 | +36.9% | 6,190 | +32.0% | 0.04% | +55.6% |
| Q1 2022 | $214,000 | -14.7% | 4,690 | +0.4% | 0.03% | -20.6% |
| Q4 2021 | $251,000 | +16.7% | 4,670 | 0.0% | 0.03% | +13.3% |
| Q3 2021 | $215,000 | +0.5% | 4,670 | -0.4% | 0.03% | +11.1% |
| Q2 2021 | $214,000 | +1.9% | 4,690 | 0.0% | 0.03% | -15.6% |
| Q1 2021 | $210,000 | -28.3% | 4,690 | -24.2% | 0.03% | -23.8% |
| Q4 2020 | $293,000 | -50.4% | 6,190 | -57.9% | 0.04% | -58.0% |
| Q3 2020 | $591,000 | -3.6% | 14,690 | +1.2% | 0.10% | -21.9% |
| Q2 2020 | $613,000 | +3.7% | 14,520 | 0.0% | 0.13% | -13.5% |
| Q1 2020 | $591,000 | – | 14,520 | – | 0.15% | – |
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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% |