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 |
|---|---|---|---|---|---|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,625
shares
|
$298,442
0.0% of portfolio
|
Q4 2024
Reduced 38.53%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
7,580
shares
|
$296,681
0.01% of portfolio
|
Q4 2024
Reduced 11.66%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
7,537
shares
|
$294,998
0.0% of portfolio
|
Q1 2022
Reduced 21.18%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,390
shares
|
$289,244
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,320
shares
|
$286,504
0.0% of portfolio
|
Q4 2024
Reduced 44.9%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
7,313
shares
|
$286,230
0.03% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Feb 14, 2025 Q4 2024 |
7,221
shares
|
$282,629
0.01% of portfolio
|
Q4 2024
Reduced 16.24%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
7,198
shares
|
$281,729
0.0% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
7,112
shares
|
$278,363
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
7,104
shares
|
$278,050
0.0% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
7,103
shares
|
$278,011
0.03% of portfolio
|
Q3 2022
Reduced 21.97%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
7,099
shares
|
$277,854
0.0% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
6,966
shares
|
$272,649
0.02% of portfolio
|
Q4 2024
Reduced 9.1%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
6,951
shares
|
$272,062
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Gateway Investment Advisers LLC
|
Jan 14, 2025 Q4 2024 |
6,915
shares
|
$270,653
0.0% of portfolio
|
Q4 2024
Reduced 9.89%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
6,837
shares
|
$267,600
0.17% of portfolio
|
Q4 2024
Reduced 17.09%
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
6,835
shares
|
$267,521
0.06% of portfolio
|
Q1 2023
Reduced 7.45%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Feb 12, 2025 Q4 2024 |
6,835
shares
|
$267,521
0.19% of portfolio
|
Q1 2020
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
6,790
shares
|
$265,760
0.0% of portfolio
|
Q4 2023
Reduced 29.4%
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
6,781
shares
|
$265,408
0.05% of portfolio
|
Q4 2024
Reduced 77.42%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
6,744
shares
|
$263,960
0.11% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
6,736
shares
|
$263,647
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
6,649
shares
|
$260,241
0.02% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
6,594
shares
|
$258,089
0.0% of portfolio
|
Q4 2024
Added 11.8%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
6,495
shares
|
$254,214
0.02% of portfolio
|
Q4 2024
Added 0.39%
|