Purchases and Sales Made in Q4 2025 in Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG) during Q4 2025. The information is specifically focused on institutions that hold shares of Essential Utilities, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2026
Q4 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
742K+ 19.52% |
$28.2M - $31.1M
|
4.54M
$180M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
154K+ 83.2% |
$5.87M - $6.46M
|
339K
$13.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
132K+ 130.08% |
$5.02M - $5.52M
|
233K
$9.24M
|
|
|
Jan 27, 2026
Q4 2025
|
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
Warsaw, |
BUY
|
- |
92.5KNew |
$3.52M - $3.88M
|
92.5K
$3.67M
|
|
|
Jan 14, 2026
Q4 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
37.3KNew |
$1.42M - $1.57M
|
37.3K
$1.48M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
30K+ 13.93% |
$1.14M - $1.26M
|
245K
$9.73M
|
|
|
Jan 29, 2026
Q4 2025
|
M&T Bank Corp
|
BUY
|
- |
28.8K+ 194.91% |
$1.1M - $1.21M
|
43.6K
$1.73M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25KNew |
$952K - $1.05M
|
25K
$991K
|
|
|
Jan 30, 2026
Q4 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
19.9K+ 7.2% |
$758K - $835K
|
297K
$11.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
17.8KNew |
$680K - $748K
|
17.8K
$708K
|
|
|
Jan 29, 2026
Q4 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
13K+ 18.1% |
$495K - $545K
|
84.8K
$3.36M
|
|
|
Jan 28, 2026
Q4 2025
|
Caprock Group, Inc.
|
BUY
|
- |
12.3KNew |
$470K - $518K
|
12.3K
$490K
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
7.25KNew |
$276K - $304K
|
7.25K
$288K
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
6.87K+ 5.37% |
$261K - $288K
|
135K
$5.34M
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
6.12K+ 84.29% |
$233K - $257K
|
13.4K
$531K
|
|
|
Jan 28, 2026
Q4 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
5.87KNew |
$223K - $246K
|
5.87K
$233K
|
|
|
Jan 28, 2026
Q4 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.59KNew |
$213K - $235K
|
5.59K
$222K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.88K+ 50.57% |
$186K - $204K
|
14.5K
$576K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.35K+ 38.2% |
$166K - $182K
|
15.7K
$624K
|
|
|
Jan 27, 2026
Q4 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
4.24K+ 75.2% |
$161K - $178K
|
9.87K
$392K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.03K+ 38.4% |
$154K - $169K
|
14.5K
$576K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.32K+ 7.03% |
$126K - $139K
|
50.5K
$2.01M
|
|
|
Jan 30, 2026
Q4 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
2.51K+ 3.3% |
$95.5K - $105K
|
78.5K
$3.11M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.41K+ 28.78% |
$91.6K - $101K
|
10.8K
$427K
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.08K+ 2.16% |
$79K - $87K
|
98.3K
$3.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
1.75K+ 5.37% |
$66.6K - $73.4K
|
34.4K
$1.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
1.68K+ 28.58% |
$64.1K - $70.5K
|
7.57K
$300K
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.44K+ 2.94% |
$54.7K - $60.3K
|
50.3K
$1.99M
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.43K+ 22.59% |
$54.5K - $60K
|
7.77K
$308K
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
977+ 6.92% |
$37.2K - $41K
|
15.1K
$599K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
944+ 31466.67% |
$35.9K - $39.6K
|
947
$37.6K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
776+ 10.49% |
$29.6K - $32.5K
|
8.17K
$324K
|
|
|
Jan 23, 2026
Q4 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
702+ 51.88% |
$26.7K - $29.4K
|
2.06K
$81.5K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
659New |
$25.1K - $27.6K
|
659
$26.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
520New |
$19.8K - $21.8K
|
520
$20.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
513+ 0.15% |
$19.5K - $21.5K
|
340K
$13.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
437+ 1.68% |
$16.6K - $18.3K
|
26.5K
$1.05M
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
425+ 2.88% |
$16.2K - $17.8K
|
15.2K
$603K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
365+ 4.23% |
$13.9K - $15.3K
|
9K
$357K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
300New |
$11.4K - $12.6K
|
300
$11.9K
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
BUY
|
- |
246+ 2.14% |
$9.37K - $10.3K
|
11.7K
$466K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
243New |
$9.25K - $10.2K
|
243
$9.64K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.26% |
$7.62K - $8.39K
|
78.3K
$3.11M
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
167+ 11.27% |
$6.36K - $7K
|
1.65K
$65.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
160New |
$6.09K - $6.71K
|
160
$6.35K
|
|
|
Jan 30, 2026
Q4 2025
|
Us Bancorp \De\
|
BUY
|
- |
159+ 1.13% |
$6.05K - $6.67K
|
14.2K
$565K
|
|
|
Jan 13, 2026
Q4 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
150+ 38.27% |
$5.71K - $6.29K
|
542
$21.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
62+ 77.5% |
$2.36K - $2.6K
|
142
$5.63K
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
56+ 0.88% |
$2.13K - $2.35K
|
6.44K
$256K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
54+ 13.81% |
$2.06K - $2.26K
|
445
$17.7K
|
|