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 676 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $8.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hennessy Advisors Inc
Novato, CA |
Jan 14, 2025 Q4 2024 |
175,500
shares
|
$6.87 Million
0.2% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
173,164
shares
|
$6.78 Million
0.0% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
172,156
shares
|
$6.74 Million
0.01% of portfolio
|
Q4 2024
Added 163.15%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Feb 07, 2025 Q4 2024 |
165,942
shares
|
$6.49 Million
0.02% of portfolio
|
Q4 2024
Reduced 14.52%
|
|
|
Coann Capital LLC
Westport, CT |
Feb 03, 2023 Q4 2022 |
157,623
shares
|
$6.17 Million
3.58% of portfolio
|
Q4 2022
New holding
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
156,788
shares
|
$6.14 Million
2.66% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
151,246
shares
|
$5.92 Million
0.0% of portfolio
|
Q4 2024
Reduced 75.01%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
150,332
shares
|
$5.88 Million
0.01% of portfolio
|
Q4 2024
Added 108.18%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
148,009
shares
|
$5.79 Million
0.43% of portfolio
|
Q4 2024
Added 92.75%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
146,683
shares
|
$5.74 Million
0.01% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
143,452
shares
|
$5.61 Million
0.03% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Feb 13, 2025 Q4 2024 |
142,401
shares
|
$5.57 Million
0.03% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Axa S.A.
Paris, I0 |
Feb 14, 2025 Q4 2024 |
140,471
shares
|
$5.5 Million
0.02% of portfolio
|
Q2 2024
Added 16.89%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
134,839
shares
|
$5.28 Million
0.03% of portfolio
|
Q4 2024
Reduced 23.97%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
133,455
shares
|
$5.22 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
131,271
shares
|
$5.14 Million
0.86% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
127,707
shares
|
$5 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.69%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
126,590
shares
|
$4.95 Million
0.01% of portfolio
|
Q4 2024
Added 112.29%
|
|
|
Holocene Advisors, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
125,048
shares
|
$4.89 Million
0.02% of portfolio
|
Q4 2024
Reduced 35.24%
|
|
|
Assenagon Asset Management S.A.
|
Jan 14, 2025 Q4 2024 |
122,581
shares
|
$4.8 Million
0.01% of portfolio
|
Q4 2024
Added 219.45%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
121,561
shares
|
$4.76 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
120,674
shares
|
$4.72 Million
0.04% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
120,467
shares
|
$4.72 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.7%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
119,246
shares
|
$4.67 Million
0.0% of portfolio
|
Q4 2024
Reduced 28.32%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
115,629
shares
|
$4.53 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.37%
|