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 |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
4,946
shares
|
$165,641
0.02% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
4,855
shares
|
$162,593
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
4,843
shares
|
$162,192
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
4,738
shares
|
$158,675
0.0% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
4,577
shares
|
$153,283
0.03% of portfolio
|
Q2 2022
Reduced 6.15%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
4,463
shares
|
$149,465
0.01% of portfolio
|
Q2 2022
Added 3.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
4,388
shares
|
$146,954
0.0% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
4,030
shares
|
$134,964
0.04% of portfolio
|
Q3 2024
Reduced 20.28%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jan 17, 2025 Q4 2024 |
4,000
shares
|
$133,960
0.06% of portfolio
|
Q4 2024
Reduced 73.33%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,919
shares
|
$131,247
0.0% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
3,882
shares
|
$130,008
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,775
shares
|
$126,424
0.0% of portfolio
|
Q3 2024
Added 9.01%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
3,770
shares
|
$126,257
0.0% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
3,755
shares
|
$125,754
0.0% of portfolio
|
Q4 2023
Reduced 83.34%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
3,638
shares
|
$121,836
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
3,477
shares
|
$116,444
0.02% of portfolio
|
Q3 2024
Added 10.59%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Nov 13, 2024 Q3 2024 |
3,409
shares
|
$114,167
0.01% of portfolio
|
Q3 2024
Reduced 15.47%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
3,342
shares
|
$111,923
0.01% of portfolio
|
Q4 2023
Added 1.36%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,341
shares
|
$111,890
0.0% of portfolio
|
Q3 2021
Reduced 8.24%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
3,142
shares
|
$105,225
0.02% of portfolio
|
Q1 2022
Added 11.02%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,075
shares
|
$102,981
0.0% of portfolio
|
Q3 2023
Reduced 9.21%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,074
shares
|
$102,948
0.01% of portfolio
|
Q1 2020
Reduced 1.27%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
3,020
shares
|
$101,139
0.01% of portfolio
|
Q2 2024
Reduced 2.45%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,964
shares
|
$99,264
0.0% of portfolio
|
Q3 2024
Added 27.59%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
2,930
shares
|
$98,125
0.0% of portfolio
|
Q3 2023
Reduced 42.21%
|