Institutional Ownership Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG). We have compiled data on the 667 institutions that hold shares in the stock, with a total of 210 Million shares, which have been reported (via 13F filing form) to have a value of $7.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tredje Ap Fonden
|
Nov 08, 2024 Q3 2024 |
40,820
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
40,009
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
39,949
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
39,900
shares
|
$1.34 Million
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
39,777
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
39,148
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
38,819
shares
|
$1.3 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
38,296
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
38,179
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
36,938
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
36,835
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.25%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
36,217
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
36,201
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Added 17.33%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
35,562
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Uss Investment Management LTD
|
Nov 13, 2024 Q3 2024 |
34,900
shares
|
$1.17 Million
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
34,080
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2024
Added 44.14%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
33,649
shares
|
$1.13 Million
0.54% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
33,340
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 43.01%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
33,247
shares
|
$1.11 Million
0.1% of portfolio
|
Q3 2024
Added 12.57%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
32,917
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2024
Added 113.23%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
32,033
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Reduced 29.37%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
31,900
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
31,638
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
31,509
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
30,983
shares
|
$1.04 Million
0.44% of portfolio
|
Q3 2024
Reduced 4.92%
|