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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
32,643
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
32,627
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2023
Reduced 59.96%
|
|
|
Addison Capital CO
|
Aug 11, 2025 Q2 2025 |
32,234
shares
|
$1.23 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 21, 2025 Q2 2025 |
32,181
shares
|
$1.23 Million
0.4% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
31,085
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Added 11.88%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
30,829
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Elo Mutual Pension Insurance CO
|
Aug 12, 2025 Q2 2025 |
30,380
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Aug 11, 2025 Q2 2025 |
29,547
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
29,471
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Added 89.46%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
29,398
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
29,033
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
29,033
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
29,011
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2025
Added 76.9%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
28,916
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
28,350
shares
|
$1.09 Million
0.23% of portfolio
|
Q2 2025
Added 20.13%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
28,182
shares
|
$1.08 Million
0.36% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
27,923
shares
|
$1.07 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
27,630
shares
|
$1.06 Million
0.08% of portfolio
|
Q1 2024
Added 155.08%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
27,255
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
26,816
shares
|
$1.03 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
26,742
shares
|
$1.02 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
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Added 54.56%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
26,666
shares
|
$1.02 Million
0.14% of portfolio
|
Q2 2025
Added 10.39%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
26,620
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.89%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
26,426
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2025
Added 0.67%
|