Latest Institutional Purchases of Essential Utilities, Inc. (WTRG)
This list provides information on the latest institutional transactions involving Essential Utilities, Inc. (WTRG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
154K+ 83.2% |
$5.87M - $6.46M
|
339K
$13.5M
|
|
|
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 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25KNew |
$952K - $1.05M
|
25K
$991K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
17.8KNew |
$680K - $748K
|
17.8K
$708K
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
7.25KNew |
$276K - $304K
|
7.25K
$288K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.88K+ 50.57% |
$186K - $204K
|
14.5K
$576K
|
|
|
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 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 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
944+ 31466.67% |
$35.9K - $39.6K
|
947
$37.6K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
659New |
$25.1K - $27.6K
|
659
$26.1K
|
|
|
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 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 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
160New |
$6.09K - $6.71K
|
160
$6.35K
|
|
|
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
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
7+ 0.08% |
$267 - $294
|
8.75K
$347K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
5+ 0.85% |
$190 - $210
|
593
$23.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2+ 0.03% |
$76.2 - $83.9
|
5.93K
$235K
|
|
| Q3 2025 | |||||||
|
Nov 10, 2025
Q3 2025
|
Antipodes Partners LTD
Royal Exchange, C3 |
BUY
|
- |
3.21MNew |
$118M - $128M
|
3.21M
$127M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.09M+ 315.28% |
$114M - $123M
|
4.07M
$162M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.26M+ 178.43% |
$46.1M - $50.1M
|
1.96M
$77.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
874K+ 121.77% |
$32.1M - $34.9M
|
1.59M
$63.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
867K+ 32.54% |
$31.8M - $34.6M
|
3.53M
$140M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
838K+ 2.76% |
$30.8M - $33.5M
|
31.2M
$1.24B
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
661K+ 33.05% |
$24.3M - $26.4M
|
2.66M
$106M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
642K+ 4.96% |
$23.6M - $25.6M
|
13.6M
$539M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
569K+ 168.11% |
$20.9M - $22.7M
|
908K
$36M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
427K+ 12.2% |
$15.7M - $17M
|
3.93M
$156M
|
|
|
Nov 13, 2025
Q3 2025
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
BUY
|
- |
394K+ 16.69% |
$14.5M - $15.7M
|
2.75M
$109M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
378K+ 7.99% |
$13.9M - $15.1M
|
5.11M
$203M
|
|
|
Nov 07, 2025
Q3 2025
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
368KNew |
$13.5M - $14.7M
|
368K
$14.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
347K+ 10.46% |
$12.8M - $13.9M
|
3.67M
$146M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
309K+ 50.5% |
$11.3M - $12.3M
|
921K
$36.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
306K+ 90.05% |
$11.2M - $12.2M
|
646K
$25.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
240K+ 726.18% |
$8.8M - $9.56M
|
273K
$10.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
220K+ 120.89% |
$8.07M - $8.76M
|
401K
$15.9M
|
|
|
Nov 05, 2025
Q3 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
199K+ 74.78% |
$7.31M - $7.94M
|
465K
$18.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
173K+ 76.45% |
$6.35M - $6.9M
|
399K
$15.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
173K+ 130.48% |
$6.35M - $6.9M
|
305K
$12.1M
|
|