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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
109,578
shares
|
$3.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.17%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
108,257
shares
|
$3.63 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
106,043
shares
|
$3.55 Million
0.0% of portfolio
|
Q3 2024
Added 39.04%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
105,454
shares
|
$3.53 Million
0.0% of portfolio
|
Q3 2024
Added 10.51%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
105,325
shares
|
$3.53 Million
0.34% of portfolio
|
Q3 2024
Added 14.42%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
105,235
shares
|
$3.52 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
105,045
shares
|
$3.52 Million
0.04% of portfolio
|
Q4 2022
Added 52.5%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
103,111
shares
|
$3.45 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Mn Services Vermogensbeheer B.V.
|
Oct 30, 2024 Q3 2024 |
102,400
shares
|
$3.43 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.48%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
101,300
shares
|
$3.39 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
100,632
shares
|
$3.37 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
99,828
shares
|
$3.34 Million
1.29% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
97,714
shares
|
$3.27 Million
0.01% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
96,284
shares
|
$3.22 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
94,200
shares
|
$3.15 Million
2.27% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
94,129
shares
|
$3.15 Million
0.04% of portfolio
|
Q3 2024
Reduced 12.04%
|
|
|
Ifm Investors Pty LTD
|
Oct 22, 2024 Q3 2024 |
93,296
shares
|
$3.12 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.3%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
91,809
shares
|
$3.07 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 15, 2024 Q3 2024 |
91,449
shares
|
$3.06 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Asset Management One Co., Ltd.
|
Oct 30, 2024 Q3 2024 |
90,957
shares
|
$3.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
90,466
shares
|
$3.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.98%
|
|
|
Alpine Woods Capital Investors, LLC
|
Nov 12, 2024 Q3 2024 |
89,170
shares
|
$2.99 Million
0.55% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
86,756
shares
|
$2.91 Million
0.39% of portfolio
|
Q4 2024
Added 18.21%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
86,643
shares
|
$2.9 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
84,127
shares
|
$2.82 Million
0.07% of portfolio
|
Q2 2024
Reduced 47.38%
|