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 668 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 $7.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
26
shares
|
$873
0.0% of portfolio
|
Q4 2024
Reduced 90.19%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
18
shares
|
$604
0.0% of portfolio
|
Q3 2024
Reduced 64.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
15
shares
|
$504
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
13
shares
|
$436
0.0% of portfolio
|
Q3 2024
Added 160.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
12
shares
|
$403
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
12
shares
|
$403
0.0% of portfolio
|
Q2 2024
Reduced 62.5%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
9
shares
|
$302
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
9
shares
|
$302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
2
shares
|
$67
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1
shares
|
$33
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|