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 |
|---|---|---|---|---|---|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
23,923
shares
|
$848,788
0.0% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
23,640
shares
|
$838,747
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
23,636
shares
|
$838,605
0.2% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
23,629
shares
|
$838,356
0.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
23,598
shares
|
$837,257
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
23,388
shares
|
$829,806
0.02% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
23,229
shares
|
$824,164
0.0% of portfolio
|
Q2 2024
Reduced 52.34%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
23,201
shares
|
$823,171
0.01% of portfolio
|
Q3 2024
Reduced 49.5%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
23,073
shares
|
$818,630
0.11% of portfolio
|
Q4 2022
Added 6.55%
|
|
|
Elo Mutual Pension Insurance CO
|
Nov 13, 2024 Q3 2024 |
22,905
shares
|
$812,669
0.02% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
22,583
shares
|
$801,244
0.07% of portfolio
|
Q3 2023
Reduced 3.01%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
22,466
shares
|
$797,093
0.01% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
22,255
shares
|
$789,607
0.0% of portfolio
|
Q4 2024
Added 24.0%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
21,771
shares
|
$772,435
0.13% of portfolio
|
Q2 2023
Reduced 2.6%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
21,589
shares
|
$765,977
1.54% of portfolio
|
Q3 2023
Added 16.87%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
21,500
shares
|
$762,819
0.16% of portfolio
|
Q4 2024
Added 19.44%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
21,397
shares
|
$759,165
0.02% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
21,235
shares
|
$753,417
0.16% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
21,176
shares
|
$751,324
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
21,127
shares
|
$749,585
0.0% of portfolio
|
Q3 2024
Reduced 25.26%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2024 Q3 2024 |
21,048
shares
|
$746,783
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
20,841
shares
|
$739,438
0.0% of portfolio
|
Q4 2024
Reduced 14.44%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
20,239
shares
|
$718,079
0.02% of portfolio
|
Q3 2024
Added 74.52%
|
|
|
Gulf International Bank (Uk) LTD
|
Oct 30, 2024 Q3 2024 |
20,077
shares
|
$712,331
0.02% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
19,881
shares
|
$705,377
0.05% of portfolio
|
Q3 2024
Added 0.11%
|