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 739 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 $8.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
17,320
shares
|
$658,506
0.09% of portfolio
|
Q1 2025
Reduced 33.47%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
17,269
shares
|
$656,567
0.03% of portfolio
|
Q2 2024
Reduced 2.81%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
17,049
shares
|
$648,202
0.04% of portfolio
|
Q1 2025
Reduced 83.22%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
16,984
shares
|
$645,731
0.03% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
16,853
shares
|
$640,751
0.56% of portfolio
|
Q4 2021
Reduced 1.28%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
16,625
shares
|
$632,082
0.01% of portfolio
|
Q2 2025
Added 13.66%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
16,409
shares
|
$623,870
0.02% of portfolio
|
Q3 2024
Reduced 17.01%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
16,400
shares
|
$623,528
0.01% of portfolio
|
Q1 2025
Reduced 14.55%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
16,322
shares
|
$620,562
0.0% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
16,111
shares
|
$612,540
0.02% of portfolio
|
Q1 2025
Added 94.91%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
May 15, 2025 Q1 2025 |
16,089
shares
|
$611,703
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
15,989
shares
|
$607,901
0.0% of portfolio
|
Q1 2025
Added 161.86%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
15,702
shares
|
$596,990
0.11% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
15,586
shares
|
$592,579
0.39% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
15,555
shares
|
$591,401
0.01% of portfolio
|
Q1 2025
Added 102.96%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jun 26, 2025 Q1 2025 |
15,521
shares
|
$590,108
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Jul 18, 2025 Q2 2025 |
15,463
shares
|
$587,903
0.32% of portfolio
|
Q3 2022
Reduced 11.45%
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
15,331
shares
|
$582,884
0.02% of portfolio
|
Q1 2025
Reduced 21.76%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
15,034
shares
|
$571,592
0.0% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
15,031
shares
|
$571,478
0.02% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
15,000
shares
|
$570,300
0.01% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
May 15, 2025 Q1 2025 |
14,737
shares
|
$560,300
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
14,719
shares
|
$559,616
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
14,670
shares
|
$557,753
0.33% of portfolio
|
Q1 2025
Added 26.99%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
14,413
shares
|
$547,982
0.35% of portfolio
|
Q1 2023
Reduced 0.89%
|