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 695 institutions that hold shares in the stock, with a total of 219 Million shares, which have been reported (via 13F filing form) to have a value of $9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
30,827,925
shares
|
$1.27 Billion
0.03% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
30,061,135
shares
|
$1.24 Billion
0.02% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Feb 13, 2025 Q4 2024 |
21,661,095
shares
|
$891 Million
0.81% of portfolio
|
Q1 2020
New holding
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
13,022,430
shares
|
$536 Million
0.02% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Jan 06, 2025 Q4 2024 |
6,811,851
shares
|
$280 Million
0.27% of portfolio
|
Q4 2024
Added 16.66%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
6,802,951
shares
|
$280 Million
0.09% of portfolio
|
Q4 2024
Reduced 13.13%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Feb 12, 2025 Q4 2024 |
6,726,215
shares
|
$277 Million
0.27% of portfolio
|
Q4 2024
Added 31.15%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
5,003,490
shares
|
$206 Million
0.24% of portfolio
|
Q2 2023
Reduced 7.89%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
4,317,312
shares
|
$178 Million
0.01% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
3,690,116
shares
|
$152 Million
0.03% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,331,090
shares
|
$137 Million
0.02% of portfolio
|
Q4 2024
Added 22.02%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,256,486
shares
|
$134 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
3,241,389
shares
|
$133 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
3,215,695
shares
|
$132 Million
0.03% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Norges Bank
Oslo, Q8 |
Feb 12, 2025 Q4 2024 |
2,824,903
shares
|
$116 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
2,486,280
shares
|
$102 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
2,476,811
shares
|
$102 Million
0.73% of portfolio
|
Q1 2025
Added 16.45%
|
|
|
Duff & Phelps Investment Management CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
2,410,529
shares
|
$99.1 Million
1.07% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,346,671
shares
|
$96.5 Million
0.02% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
2,071,868
shares
|
$85.2 Million
0.01% of portfolio
|
Q4 2024
Added 10.68%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Apr 28, 2025 Q1 2025 |
2,045,060
shares
|
$84.1 Million
2.82% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
2,043,011
shares
|
$84 Million
1.36% of portfolio
|
Q4 2024
Added 42.56%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
1,935,818
shares
|
$79.6 Million
0.1% of portfolio
|
Q4 2024
Added 51.27%
|
|
|
Fil LTD
Hamilton, D0 |
Feb 13, 2025 Q4 2024 |
1,888,737
shares
|
$77.7 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
1,660,038
shares
|
$68.3 Million
0.2% of portfolio
|
Q4 2024
Added 4.7%
|