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 738 institutions that hold shares in the stock, with a total of 223 Million shares, which have been reported (via 13F filing form) to have a value of $8.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
26,742
shares
|
$1 Million
0.0% of portfolio
|
Q2 2025
Added 22.8%
|
|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
26,704
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
Added 54.56%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
26,411
shares
|
$989,620
0.06% of portfolio
|
Q4 2024
Added 32.85%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Apr 15, 2025 Q1 2025 |
26,262
shares
|
$984,037
0.64% of portfolio
|
Q1 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
26,251
shares
|
$983,624
0.03% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
26,161
shares
|
$980,252
0.01% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
May 14, 2025 Q1 2025 |
26,041
shares
|
$975,756
0.06% of portfolio
|
Q1 2020
New holding
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
25,808
shares
|
$967,025
0.22% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
25,724
shares
|
$963,878
0.02% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
25,435
shares
|
$953,049
0.0% of portfolio
|
Q1 2025
Added 18.4%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
25,186
shares
|
$943,719
0.66% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
24,830
shares
|
$930,380
0.0% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
24,531
shares
|
$919,176
0.01% of portfolio
|
Q1 2025
Reduced 9.77%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
24,156
shares
|
$905,125
0.15% of portfolio
|
Q1 2025
Reduced 11.05%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
24,010
shares
|
$899,654
0.0% of portfolio
|
Q1 2025
Reduced 12.54%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
23,928
shares
|
$896,582
0.13% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
23,780
shares
|
$891,036
0.01% of portfolio
|
Q1 2025
Added 117.63%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
23,702
shares
|
$888,113
0.64% of portfolio
|
Q1 2025
Added 3518.63%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
23,676
shares
|
$887,139
0.21% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
23,640
shares
|
$885,790
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
23,600
shares
|
$884,292
0.19% of portfolio
|
Q1 2025
Added 9.77%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
23,133
shares
|
$866,793
0.0% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
23,073
shares
|
$864,545
0.11% of portfolio
|
Q4 2022
Added 6.55%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
23,059
shares
|
$864,020
0.0% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
22,946
shares
|
$859,786
0.0% of portfolio
|
Q1 2025
Reduced 79.07%
|