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 755 institutions that hold shares in the stock, with a total of 224 Million shares, which have been reported (via 13F filing form) to have a value of $8.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
53,820
shares
|
$2.06 Million
0.0% of portfolio
|
Q2 2025
Added 111.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
53,691
shares
|
$2.06 Million
0.0% of portfolio
|
Q2 2025
Added 12.47%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
53,301
shares
|
$2.04 Million
0.02% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
52,474
shares
|
$2.01 Million
0.04% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
52,246
shares
|
$2 Million
0.01% of portfolio
|
Q2 2025
Added 226.76%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
51,878
shares
|
$1.99 Million
0.23% of portfolio
|
Q2 2025
Reduced 59.7%
|
|
|
Yaupon Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
50,000
shares
|
$1.91 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
49,308
shares
|
$1.89 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
|
$1.89 Million
0.37% of portfolio
|
Q1 2024
Reduced 1.07%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
48,940
shares
|
$1.87 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
48,800
shares
|
$1.87 Million
0.06% of portfolio
|
Q1 2024
Added 5.4%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
47,993
shares
|
$1.84 Million
0.07% of portfolio
|
Q1 2024
Added 1.63%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Aug 12, 2025 Q2 2025 |
47,978
shares
|
$1.84 Million
1.73% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
47,676
shares
|
$1.83 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
47,548
shares
|
$1.82 Million
0.37% of portfolio
|
Q2 2025
Reduced 22.22%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
47,379
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
46,014
shares
|
$1.76 Million
0.03% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
44,865
shares
|
$1.72 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
44,642
shares
|
$1.71 Million
0.01% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Aug 07, 2025 Q2 2025 |
43,789
shares
|
$1.68 Million
0.02% of portfolio
|
Q2 2025
Added 1202.47%
|
|
|
Pine Bridge Investments, L.P.
|
Aug 13, 2025 Q2 2025 |
43,572
shares
|
$1.67 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.94%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
42,865
shares
|
$1.64 Million
0.02% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
42,692
shares
|
$1.63 Million
0.02% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
41,996
shares
|
$1.61 Million
0.16% of portfolio
|
Q4 2022
Reduced 0.81%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Aug 14, 2025 Q2 2025 |
41,168
shares
|
$1.58 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.46%
|