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 |
|---|---|---|---|---|---|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Nov 12, 2024 Q3 2024 |
62,424
shares
|
$2.21 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
60,948
shares
|
$2.16 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
60,713
shares
|
$2.15 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
60,605
shares
|
$2.15 Million
0.0% of portfolio
|
Q4 2024
Added 28.71%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
60,243
shares
|
$2.14 Million
0.06% of portfolio
|
Q3 2024
Reduced 17.36%
|
|
|
State Of Michigan Retirement System
|
Nov 04, 2024 Q3 2024 |
59,771
shares
|
$2.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
59,631
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
59,589
shares
|
$2.11 Million
0.11% of portfolio
|
Q4 2024
Reduced 10.71%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
59,516
shares
|
$2.11 Million
0.02% of portfolio
|
Q3 2024
Reduced 21.02%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
59,352
shares
|
$2.11 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
58,479
shares
|
$2.07 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
58,202
shares
|
$2.07 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
57,874
shares
|
$2.05 Million
0.03% of portfolio
|
Q3 2024
Added 462.27%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
57,626
shares
|
$2.04 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Robeco Institutional Asset Management B.V.
|
Jan 22, 2025 Q4 2024 |
56,560
shares
|
$2.01 Million
0.0% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
55,860
shares
|
$1.98 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
55,560
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2024
Added 26.18%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
55,507
shares
|
$1.97 Million
0.04% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
53,438
shares
|
$1.9 Million
0.28% of portfolio
|
Q2 2024
Added 4.19%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
52,838
shares
|
$1.87 Million
0.01% of portfolio
|
Q3 2024
Added 129.89%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
52,488
shares
|
$1.86 Million
0.01% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
51,881
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
51,075
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
50,974
shares
|
$1.81 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Nov 13, 2024 Q3 2024 |
50,742
shares
|
$1.8 Million
1.77% of portfolio
|
Q3 2024
Reduced 3.7%
|