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 |
|---|---|---|---|---|---|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
914
shares
|
$32,428
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
900
shares
|
$31,931
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
840
shares
|
$29,803
0.0% of portfolio
|
Q3 2024
Reduced 43.05%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
825
shares
|
$29,270
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
824
shares
|
$29,235
0.01% of portfolio
|
Q2 2022
Added 32.05%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
818
shares
|
$29,022
0.0% of portfolio
|
Q3 2024
Reduced 16.27%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
814
shares
|
$28,880
0.0% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
813
shares
|
$28,845
0.01% of portfolio
|
Q1 2023
Reduced 64.85%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
802
shares
|
$28,454
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
800
shares
|
$28,383
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
787
shares
|
$27,922
0.0% of portfolio
|
Q3 2024
Added 91.02%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
753
shares
|
$26,716
0.0% of portfolio
|
Q4 2022
Added 0.53%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
750
shares
|
$26,609
0.02% of portfolio
|
Q1 2023
Added 50.0%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
733
shares
|
$26,006
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
710
shares
|
$25,190
0.0% of portfolio
|
Q4 2024
Reduced 44.96%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
705
shares
|
$25,013
0.0% of portfolio
|
Q3 2021
Added 2103.13%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
674
shares
|
$23,913
0.01% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
666
shares
|
$23,629
0.0% of portfolio
|
Q3 2022
Reduced 38.62%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
666
shares
|
$23,629
0.0% of portfolio
|
Q3 2022
Reduced 38.62%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
666
shares
|
$23,629
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
655
shares
|
$23,239
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
652
shares
|
$23,132
0.0% of portfolio
|
Q3 2024
Added 39.32%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
650
shares
|
$23,061
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
625
shares
|
$22,174
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
625
shares
|
$22,174
0.0% of portfolio
|
Q1 2024
New holding
|