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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
6,315
shares
|
$224,056
0.0% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
6,250
shares
|
$221,749
0.03% of portfolio
|
Q3 2020
New holding
|
|
|
Fulcrum Capital LLC
|
Jan 13, 2025 Q4 2024 |
6,250
shares
|
$221,749
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
6,235
shares
|
$221,217
0.02% of portfolio
|
Q4 2024
Reduced 19.76%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
6,196
shares
|
$219,834
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
6,188
shares
|
$219,550
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
6,187
shares
|
$219,514
0.01% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
6,174
shares
|
$219,053
0.03% of portfolio
|
Q3 2024
Reduced 42.97%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
6,174
shares
|
$219,053
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
6,174
shares
|
$219,053
0.01% of portfolio
|
Q4 2023
Reduced 0.93%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
6,087
shares
|
$215,966
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2024 Q3 2024 |
5,930
shares
|
$210,396
0.17% of portfolio
|
Q1 2020
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
5,898
shares
|
$209,261
0.0% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,805
shares
|
$205,961
0.0% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
5,794
shares
|
$205,571
0.0% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
5,750
shares
|
$204,009
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
5,688
shares
|
$201,810
0.0% of portfolio
|
Q2 2024
Added 4.39%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
5,688
shares
|
$201,810
0.0% of portfolio
|
Q3 2024
Reduced 20.99%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
5,606
shares
|
$198,900
0.0% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
5,535
shares
|
$196,381
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
5,516
shares
|
$195,707
0.01% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
5,496
shares
|
$194,998
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
5,392
shares
|
$191,308
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
5,350
shares
|
$189,817
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
5,339
shares
|
$189,427
0.0% of portfolio
|
Q2 2024
Reduced 1.2%
|