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 674 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 $7.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
31,509
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
30,035
shares
|
$1.07 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
29,917
shares
|
$1.06 Million
0.4% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
29,835
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 294.64%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
28,891
shares
|
$1.03 Million
0.25% of portfolio
|
Q4 2024
Added 81.53%
|
|
|
State Of Alaska, Department Of Revenue
|
Jan 27, 2025 Q4 2024 |
28,811
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Versor Investments LP
|
Nov 04, 2024 Q3 2024 |
28,679
shares
|
$1.02 Million
0.18% of portfolio
|
Q3 2024
Added 22.67%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
28,499
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
28,357
shares
|
$1.01 Million
0.17% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
27,630
shares
|
$980,312
0.08% of portfolio
|
Q1 2024
Added 155.08%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
27,413
shares
|
$972,613
0.01% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
27,156
shares
|
$963,494
0.14% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
26,847
shares
|
$952,531
0.0% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
26,480
shares
|
$939,510
0.0% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
26,459
shares
|
$938,765
0.28% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jan 28, 2025 Q4 2024 |
26,435
shares
|
$937,913
0.01% of portfolio
|
Q2 2024
Added 55.76%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 21, 2025 Q4 2024 |
26,262
shares
|
$931,775
0.63% of portfolio
|
Q1 2023
New holding
|
|
|
Blackhill Capital Inc
Morristown, NJ |
Nov 12, 2024 Q3 2024 |
26,041
shares
|
$923,934
0.06% of portfolio
|
Q1 2020
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
26,032
shares
|
$923,615
0.13% of portfolio
|
Q1 2024
Reduced 5.1%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
25,911
shares
|
$919,322
0.65% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
25,573
shares
|
$907,330
0.01% of portfolio
|
Q3 2024
Reduced 22.25%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
24,851
shares
|
$881,713
0.02% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
24,780
shares
|
$879,194
0.05% of portfolio
|
Q3 2024
Added 13.14%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
24,367
shares
|
$864,541
0.0% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
24,034
shares
|
$852,726
0.12% of portfolio
|
Q3 2024
Reduced 3.26%
|