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 764 institutions that hold shares in the stock, with a total of 229 Million shares, which have been reported (via 13F filing form) to have a value of $9.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
595,235
shares
|
$23.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
586,430
shares
|
$23.3 Million
0.01% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
578,350
shares
|
$22.9 Million
0.17% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
575,524
shares
|
$22.8 Million
0.01% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
568,995
shares
|
$22.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 17, 2025 Q3 2025 |
563,339
shares
|
$22.3 Million
0.03% of portfolio
|
Q3 2025
Added 41.38%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 12, 2025 Q3 2025 |
560,615
shares
|
$22.2 Million
0.12% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
541,499
shares
|
$21.5 Million
0.01% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
514,296
shares
|
$20.4 Million
0.32% of portfolio
|
Q3 2025
Added 14.3%
|
|
|
Beck Bode, LLC
|
Nov 14, 2025 Q3 2025 |
491,864
shares
|
$19.5 Million
3.43% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
491,352
shares
|
$19.5 Million
0.01% of portfolio
|
Q3 2025
Added 44.53%
|
|
|
John G Ullman & Associates Inc
|
Nov 05, 2025 Q3 2025 |
464,925
shares
|
$18.4 Million
2.71% of portfolio
|
Q3 2025
Added 74.78%
|
|
|
Aventail Capital Group, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
454,461
shares
|
$18 Million
0.89% of portfolio
|
Q3 2025
Added 9.86%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
437,824
shares
|
$17.4 Million
0.01% of portfolio
|
Q3 2025
Added 16.46%
|
|
|
Aviva PLC
|
Nov 13, 2025 Q3 2025 |
432,629
shares
|
$17.2 Million
0.03% of portfolio
|
Q3 2025
Added 14.09%
|
|
|
Thematics Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
412,726
shares
|
$16.4 Million
0.78% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
402,188
shares
|
$16 Million
0.01% of portfolio
|
Q1 2024
Added 1.06%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
401,370
shares
|
$15.9 Million
0.04% of portfolio
|
Q3 2025
Added 120.89%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
398,990
shares
|
$15.8 Million
0.25% of portfolio
|
Q3 2025
Added 76.45%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
398,580
shares
|
$15.8 Million
0.0% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 13, 2025 Q3 2025 |
396,797
shares
|
$15.7 Million
0.06% of portfolio
|
Q4 2024
Reduced 16.63%
|
|
|
Swedbank Ab
Stockholm, V7 |
Oct 15, 2025 Q3 2025 |
373,631
shares
|
$14.8 Million
0.02% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Deprince Race & Zollo Inc
Winter Park, FL |
Oct 17, 2025 Q3 2025 |
369,606
shares
|
$14.7 Million
0.3% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Nov 07, 2025 Q3 2025 |
367,662
shares
|
$14.6 Million
0.81% of portfolio
|
Q3 2025
New holding
|
|
|
Deka Bank Deutsche Girozentrale
|
Nov 03, 2025 Q3 2025 |
353,836
shares
|
$14 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.25%
|
|