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 675 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $8.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gitterman Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
10,243
shares
|
$406,134
0.16% of portfolio
|
Q4 2024
Added 11.06%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Feb 24, 2025 Q4 2024 |
10,149
shares
|
$402,407
0.24% of portfolio
|
Q4 2024
Reduced 14.05%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
10,089
shares
|
$400,028
0.32% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
10,006
shares
|
$396,737
0.01% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
9,994
shares
|
$396,262
0.22% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Feb 13, 2025 Q4 2024 |
9,985
shares
|
$395,905
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
9,947
shares
|
$394,398
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
9,830
shares
|
$389,759
0.0% of portfolio
|
Q2 2023
Reduced 9.0%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
9,825
shares
|
$389,561
0.0% of portfolio
|
Q2 2023
Reduced 46.33%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
9,767
shares
|
$387,261
0.09% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
9,744
shares
|
$386,349
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
9,696
shares
|
$384,446
0.0% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
9,526
shares
|
$377,705
0.06% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
9,515
shares
|
$377,269
0.01% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
9,362
shares
|
$371,203
0.02% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
9,229
shares
|
$365,929
0.0% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
9,189
shares
|
$364,343
0.03% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
9,147
shares
|
$362,678
0.02% of portfolio
|
Q4 2024
Reduced 12.09%
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
9,141
shares
|
$362,440
0.0% of portfolio
|
Q4 2024
Reduced 27.4%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
9,134
shares
|
$362,163
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
9,092
shares
|
$360,497
0.01% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
9,080
shares
|
$360,022
0.16% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
8,973
shares
|
$355,779
0.02% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
8,959
shares
|
$355,224
0.01% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
8,854
shares
|
$351,061
0.0% of portfolio
|
Q4 2024
Reduced 2.91%
|