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 667 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 $7.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
50,103
shares
|
$1.68 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
49,719
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Added 232.06%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
49,511
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Added 16.61%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
49,308
shares
|
$1.65 Million
0.32% of portfolio
|
Q2 2023
Reduced 0.58%
|
|
|
Tortoise Index Solutions, LLC
Overland Park, KS |
May 10, 2024 Q1 2024 |
49,288
shares
|
$1.65 Million
0.37% of portfolio
|
Q1 2024
Reduced 1.07%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
48,886
shares
|
$1.64 Million
0.12% of portfolio
|
Q3 2024
Added 13.98%
|
|
|
New Mexico Educational Retirement Board
|
Nov 12, 2024 Q3 2024 |
48,800
shares
|
$1.63 Million
0.06% of portfolio
|
Q1 2024
Added 5.4%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
48,451
shares
|
$1.62 Million
0.01% of portfolio
|
Q3 2024
Reduced 95.29%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
47,993
shares
|
$1.61 Million
0.07% of portfolio
|
Q1 2024
Added 1.63%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
47,378
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
47,337
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
47,334
shares
|
$1.59 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
46,753
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Added 15.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
45,969
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.85%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
45,969
shares
|
$1.54 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
45,332
shares
|
$1.52 Million
0.26% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
44,865
shares
|
$1.5 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
44,579
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2024
Added 24.27%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Nov 14, 2024 Q3 2024 |
43,349
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
43,227
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.94%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
42,978
shares
|
$1.44 Million
0.03% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
42,703
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
41,996
shares
|
$1.41 Million
0.16% of portfolio
|
Q4 2022
Reduced 0.81%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
41,698
shares
|
$1.4 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
41,261
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.57%
|