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 |
|---|---|---|---|---|---|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
397
shares
|
$14,085
0.0% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
380
shares
|
$13,482
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
375
shares
|
$13,304
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
375
shares
|
$13,304
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
375
shares
|
$13,304
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
374
shares
|
$13,269
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
373
shares
|
$13,234
0.01% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
352
shares
|
$12,488
0.0% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
344
shares
|
$12,205
0.01% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
344
shares
|
$12,205
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
338
shares
|
$11,992
0.0% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
325
shares
|
$11,530
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
308
shares
|
$10,927
0.01% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
300
shares
|
$10,643
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
300
shares
|
$10,643
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
299
shares
|
$10,608
0.0% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
285
shares
|
$10,111
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
275
shares
|
$9,757
0.0% of portfolio
|
Q4 2024
Added 65.66%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
250
shares
|
$8,870
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
245
shares
|
$8,692
0.0% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
243
shares
|
$8,621
0.0% of portfolio
|
Q3 2024
Added 1418.75%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
240
shares
|
$8,515
0.0% of portfolio
|
Q4 2024
Added 12.15%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
200
shares
|
$7,095
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
188
shares
|
$6,670
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
184
shares
|
$6,528
0.0% of portfolio
|
Q3 2024
New holding
|