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 664 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 $7.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
30,035
shares
|
$1.05 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
29,835
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 294.64%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 24, 2024 Q3 2024 |
29,256
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Added 7.28%
|
|
|
Versor Investments LP
|
Nov 04, 2024 Q3 2024 |
28,679
shares
|
$1 Million
0.18% of portfolio
|
Q3 2024
Added 22.67%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
28,499
shares
|
$997,749
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
28,314
shares
|
$991,273
0.18% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
27,630
shares
|
$967,326
0.08% of portfolio
|
Q1 2024
Added 155.08%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
27,591
shares
|
$965,960
0.15% of portfolio
|
Q3 2024
Added 38.12%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
27,413
shares
|
$959,729
0.01% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
26,847
shares
|
$939,913
0.0% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
26,480
shares
|
$927,064
0.0% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
26,459
shares
|
$926,329
0.28% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 17, 2024 Q3 2024 |
26,435
shares
|
$925,489
0.01% of portfolio
|
Q2 2024
Added 55.76%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Oct 23, 2024 Q3 2024 |
26,262
shares
|
$919,432
0.68% of portfolio
|
Q1 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
26,101
shares
|
$913,796
0.02% of portfolio
|
Q3 2024
Added 39.8%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
Nov 12, 2024 Q3 2024 |
26,041
shares
|
$911,695
0.06% of portfolio
|
Q1 2020
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
26,032
shares
|
$911,380
0.13% of portfolio
|
Q1 2024
Reduced 5.1%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
25,911
shares
|
$907,144
0.65% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
25,573
shares
|
$895,310
0.01% of portfolio
|
Q3 2024
Reduced 22.25%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
24,780
shares
|
$867,547
0.05% of portfolio
|
Q3 2024
Added 13.14%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
24,367
shares
|
$853,088
0.0% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
24,359
shares
|
$852,808
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
24,034
shares
|
$841,430
0.12% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
23,923
shares
|
$837,544
0.0% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
23,640
shares
|
$827,636
0.06% of portfolio
|
Q4 2024
New holding
|