Latest Institutional Transactions on Essential Utilities, Inc. (WTRG)
This table provides information on the latest institutional transactions involving Essential Utilities, Inc. (WTRG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
5+ 0.85% |
$190 - $210
|
593
$23.5K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
SELL
|
- |
-710- 4.54% |
$27K - $29.8K
|
14.9K
$593K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.26% |
$7.62K - $8.39K
|
78.3K
$3.11M
|
|
|
Jan 16, 2026
Q4 2025
|
Blossom Wealth Management
|
SELL
|
- |
-1.89K- 10.62% |
$71.8K - $79.1K
|
15.9K
$630K
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
154K+ 83.2% |
$5.87M - $6.46M
|
339K
$13.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25KNew |
$952K - $1.05M
|
25K
$991K
|
|
|
Jan 16, 2026
Q4 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-328- 5.81% |
$12.5K - $13.8K
|
5.32K
$211K
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.08K+ 2.16% |
$79K - $87K
|
98.3K
$3.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
513+ 0.15% |
$19.5K - $21.5K
|
340K
$13.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
1.75K+ 5.37% |
$66.6K - $73.4K
|
34.4K
$1.36M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-3.82K- 32.83% |
$145K - $160K
|
7.81K
$310K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.32K+ 7.03% |
$126K - $139K
|
50.5K
$2.01M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
62+ 77.5% |
$2.36K - $2.6K
|
142
$5.63K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-138- 1.76% |
$5.26K - $5.79K
|
7.71K
$306K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
437+ 1.68% |
$16.6K - $18.3K
|
26.5K
$1.05M
|
|
|
Jan 14, 2026
Q4 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
37.3KNew |
$1.42M - $1.57M
|
37.3K
$1.48M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.08K- 5.16% |
$117K - $129K
|
56.6K
$2.25M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-255- 4.8% |
$9.71K - $10.7K
|
5.06K
$201K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.88K+ 50.57% |
$186K - $204K
|
14.5K
$576K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
160New |
$6.09K - $6.71K
|
160
$6.35K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.03K+ 38.4% |
$154K - $169K
|
14.5K
$576K
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-154K- 65.91% |
$5.88M - $6.47M
|
79.8K
$3.17M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
17.8KNew |
$680K - $748K
|
17.8K
$708K
|
|
|
Jan 13, 2026
Q4 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
150+ 38.27% |
$5.71K - $6.29K
|
542
$21.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
54+ 13.81% |
$2.06K - $2.26K
|
445
$17.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2+ 0.03% |
$76.2 - $83.9
|
5.93K
$235K
|
|
|
Jan 12, 2026
Q4 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-140- 11.29% |
$5.33K - $5.87K
|
1.1K
$43.6K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
30K+ 13.93% |
$1.14M - $1.26M
|
245K
$9.73M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-17.9K- 25.28% |
$683K - $752K
|
53K
$2.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
56+ 0.88% |
$2.13K - $2.35K
|
6.44K
$256K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-1.35M- 15.01% |
$51.3M - $56.5M
|
7.63M
$303M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.52K- 2.76% |
$95.9K - $106K
|
88.8K
$3.52M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
7.25KNew |
$276K - $304K
|
7.25K
$288K
|
|
|
Jan 08, 2026
Q4 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-200- 1.43% |
$7.62K - $8.39K
|
13.8K
$548K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-465- 32.47% |
$17.7K - $19.5K
|
967
$38.4K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-663- 54.66% |
$25.2K - $27.8K
|
550
$21.8K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
1.68K+ 28.58% |
$64.1K - $70.5K
|
7.57K
$300K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
243New |
$9.25K - $10.2K
|
243
$9.64K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-12- 13.64% |
$457 - $503
|
76
$3.01K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.1K- 41.44% |
$41.7K - $46K
|
1.55K
$61.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
7+ 0.08% |
$267 - $294
|
8.75K
$347K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-700- 1.98% |
$26.7K - $29.4K
|
34.7K
$1.37M
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
BUY
|
- |
246+ 2.14% |
$9.37K - $10.3K
|
11.7K
$466K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
659New |
$25.1K - $27.6K
|
659
$26.1K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
300New |
$11.4K - $12.6K
|
300
$11.9K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
944+ 31466.67% |
$35.9K - $39.6K
|
947
$37.6K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.41K+ 28.78% |
$91.6K - $101K
|
10.8K
$427K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-594- 3.65% |
$21.8K - $23.7K
|
15.7K
$622K
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
7.64KNew |
$280K - $305K
|
7.64K
$303K
|
|
|
Dec 16, 2025
Q3 2025
|
Lindenwold Advisors
|
BUY
|
- |
9.94K+ 133.25% |
$365K - $397K
|
17.4K
$690K
|
|