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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
2,922
shares
|
$97,857
0.0% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
2,771
shares
|
$92,800
0.05% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
2,703
shares
|
$90,523
0.0% of portfolio
|
Q3 2024
Added 47.95%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,681
shares
|
$89,786
0.01% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
2,627
shares
|
$87,978
0.0% of portfolio
|
Q3 2024
Reduced 27.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,579
shares
|
$86,370
0.0% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,531
shares
|
$84,763
0.0% of portfolio
|
Q1 2023
Reduced 7.32%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
2,473
shares
|
$82,820
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
2,345
shares
|
$78,534
0.01% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
2,338
shares
|
$78,299
0.01% of portfolio
|
Q4 2024
Reduced 7.88%
|
|
|
Kepos Capital LP
New York, NY |
Nov 12, 2024 Q3 2024 |
2,268
shares
|
$75,955
0.04% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
2,150
shares
|
$72,003
0.02% of portfolio
|
Q3 2024
Reduced 12.24%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
2,126
shares
|
$71,199
0.0% of portfolio
|
Q3 2024
Reduced 51.86%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,126
shares
|
$71,199
0.01% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
2,042
shares
|
$68,386
0.01% of portfolio
|
Q3 2023
Reduced 14.63%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,005
shares
|
$67,147
0.0% of portfolio
|
Q3 2024
Added 95.04%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
1,976
shares
|
$66,176
0.04% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,907
shares
|
$63,865
0.0% of portfolio
|
Q3 2024
Reduced 13.24%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,815
shares
|
$60,784
0.0% of portfolio
|
Q4 2023
Added 0.55%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
1,766
shares
|
$59,143
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
1,695
shares
|
$56,765
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
1,693
shares
|
$56,698
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
1,685
shares
|
$56,430
0.01% of portfolio
|
Q3 2024
Added 21.66%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
1,677
shares
|
$56,162
0.0% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
1,657
shares
|
$55,492
0.04% of portfolio
|
Q1 2022
New holding
|