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 676 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $8.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
8,854
shares
|
$346,545
0.0% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
8,813
shares
|
$344,940
0.01% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
8,557
shares
|
$334,920
0.0% of portfolio
|
Q4 2024
Reduced 17.54%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Feb 12, 2025 Q4 2024 |
8,551
shares
|
$334,686
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
8,529
shares
|
$333,825
0.01% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Feb 06, 2025 Q4 2024 |
8,307
shares
|
$325,135
0.13% of portfolio
|
Q4 2024
Added 36.47%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
8,266
shares
|
$323,531
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
8,168
shares
|
$319,695
0.03% of portfolio
|
Q1 2020
New holding
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Feb 03, 2025 Q4 2024 |
8,114
shares
|
$317,581
0.1% of portfolio
|
Q3 2024
Reduced 26.99%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
8,100
shares
|
$317,034
0.02% of portfolio
|
Q3 2024
Added 710.0%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
8,032
shares
|
$314,372
0.02% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
8,020
shares
|
$313,902
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
8,012
shares
|
$313,589
0.08% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
7,945
shares
|
$310,967
0.01% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
7,931
shares
|
$310,419
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
7,911
shares
|
$309,636
0.03% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
7,844
shares
|
$307,014
0.01% of portfolio
|
Q1 2024
Reduced 4.96%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
7,839
shares
|
$306,818
0.02% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
7,808
shares
|
$305,605
0.09% of portfolio
|
Q4 2024
Reduced 9.5%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
7,774
shares
|
$304,274
0.11% of portfolio
|
Q3 2021
Reduced 10.63%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
7,757
shares
|
$303,608
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
7,728
shares
|
$302,473
0.0% of portfolio
|
Q4 2024
Added 12.57%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
7,664
shares
|
$299,968
0.0% of portfolio
|
Q4 2024
Reduced 66.97%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
7,652
shares
|
$299,499
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lindenwold Advisors
|
Feb 10, 2025 Q4 2024 |
7,625
shares
|
$298,442
0.15% of portfolio
|
Q4 2024
Reduced 3.85%
|