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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
10,411
shares
|
$348,664
0.0% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
10,393
shares
|
$348,061
0.1% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
10,377
shares
|
$347,525
0.01% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
10,359
shares
|
$346,922
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
10,306
shares
|
$345,147
0.15% of portfolio
|
Q2 2024
Reduced 3.28%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
10,302
shares
|
$345,013
0.01% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
10,089
shares
|
$337,880
0.32% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
9,994
shares
|
$334,699
0.22% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
9,962
shares
|
$333,627
0.06% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
9,947
shares
|
$333,125
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
9,830
shares
|
$329,206
0.0% of portfolio
|
Q2 2023
Reduced 9.0%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
9,825
shares
|
$329,039
0.0% of portfolio
|
Q2 2023
Reduced 46.33%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
9,600
shares
|
$321,504
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
9,583
shares
|
$320,934
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
9,270
shares
|
$310,452
0.04% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
9,223
shares
|
$308,878
0.15% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
9,189
shares
|
$307,739
0.03% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
9,147
shares
|
$306,333
0.02% of portfolio
|
Q4 2024
Reduced 12.09%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
9,124
shares
|
$305,562
0.01% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
9,119
shares
|
$305,395
0.0% of portfolio
|
Q3 2024
Added 18.0%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
9,092
shares
|
$304,491
0.01% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
9,040
shares
|
$302,749
0.16% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
9,026
shares
|
$302,280
0.0% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
8,973
shares
|
$300,505
0.02% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
8,926
shares
|
$298,931
0.01% of portfolio
|
Q3 2024
Added 0.33%
|