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 $8.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,963
shares
|
$416,265
0.06% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,960
shares
|
$416,151
0.01% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
10,900
shares
|
$413,873
0.0% of portfolio
|
Q2 2025
Reduced 8.18%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2025 Q2 2025 |
10,807
shares
|
$410,341
0.0% of portfolio
|
Q2 2025
Added 34.4%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
10,740
shares
|
$407,797
0.03% of portfolio
|
Q2 2025
Reduced 10.73%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
10,600
shares
|
$402,482
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
10,453
shares
|
$396,900
0.01% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
10,210
shares
|
$387,673
0.0% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
10,110
shares
|
$383,876
0.0% of portfolio
|
Q1 2025
Reduced 88.46%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
10,062
shares
|
$382,054
0.04% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jul 22, 2025 Q2 2025 |
10,051
shares
|
$381,636
0.38% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
9,901
shares
|
$375,940
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
9,830
shares
|
$373,245
0.0% of portfolio
|
Q2 2023
Reduced 9.0%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
9,825
shares
|
$373,055
0.0% of portfolio
|
Q2 2023
Reduced 46.33%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jul 29, 2025 Q2 2025 |
9,684
shares
|
$367,701
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
9,680
shares
|
$367,549
0.02% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
9,597
shares
|
$364,398
0.0% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
9,427
shares
|
$357,943
0.05% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
9,414
shares
|
$357,449
0.24% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
9,390
shares
|
$356,538
0.17% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
9,312
shares
|
$353,576
0.0% of portfolio
|
Q1 2025
Reduced 14.24%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
9,259
shares
|
$351,564
0.01% of portfolio
|
Q2 2025
Reduced 18.06%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
9,229
shares
|
$350,425
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Groupe La Francaise
Paris, I0 |
Aug 13, 2025 Q2 2025 |
9,167
shares
|
$348,070
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
9,150
shares
|
$347,425
0.1% of portfolio
|
Q2 2025
Reduced 50.29%
|