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 |
|---|---|---|---|---|---|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
10,654
shares
|
$405,065
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
May 15, 2025 Q1 2025 |
10,652
shares
|
$404,989
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
10,438
shares
|
$396,852
0.01% of portfolio
|
Q1 2025
Reduced 11.78%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
10,254
shares
|
$389,857
0.0% of portfolio
|
Q1 2025
Reduced 38.28%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
10,110
shares
|
$384,382
0.0% of portfolio
|
Q1 2025
Reduced 88.46%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
10,062
shares
|
$382,557
0.04% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jul 22, 2025 Q2 2025 |
10,051
shares
|
$382,139
0.38% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
9,961
shares
|
$378,717
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
9,914
shares
|
$376,930
0.0% of portfolio
|
Q1 2025
Added 8.46%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
9,830
shares
|
$373,736
0.0% of portfolio
|
Q2 2023
Reduced 9.0%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
9,825
shares
|
$373,546
0.0% of portfolio
|
Q2 2023
Reduced 46.33%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
9,816
shares
|
$373,204
0.0% of portfolio
|
Q1 2025
Added 36.37%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
9,775
shares
|
$371,645
0.01% of portfolio
|
Q1 2025
Added 14.23%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
9,426
shares
|
$358,376
0.06% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
9,414
shares
|
$357,920
0.24% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Omers Administration Corp
Toronto, A6 |
May 14, 2025 Q1 2025 |
9,312
shares
|
$354,042
0.0% of portfolio
|
Q1 2025
Reduced 14.24%
|
|
|
Mendel Money Management
Northbrook, IL |
May 06, 2025 Q1 2025 |
9,290
shares
|
$353,205
0.19% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
9,264
shares
|
$352,217
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
9,256
shares
|
$351,913
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
9,219
shares
|
$350,506
0.01% of portfolio
|
Q1 2025
Reduced 20.68%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
9,092
shares
|
$345,677
0.0% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
9,071
shares
|
$344,879
0.02% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,910
shares
|
$338,758
0.03% of portfolio
|
Q1 2025
Reduced 45.3%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,821
shares
|
$335,374
0.01% of portfolio
|
Q1 2025
Reduced 67.42%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,746
shares
|
$332,522
0.03% of portfolio
|
Q2 2025
Reduced 4.38%
|