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 674 institutions that hold shares in the stock, with a total of 210 Million shares, which have been reported (via 13F filing form) to have a value of $7.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
7,483
shares
|
$265,496
0.0% of portfolio
|
Q3 2024
Added 37.18%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
7,392
shares
|
$262,268
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,390
shares
|
$262,197
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
7,371
shares
|
$261,523
0.11% of portfolio
|
Q3 2024
Added 15.06%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
7,313
shares
|
$259,465
0.03% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Nov 14, 2024 Q3 2024 |
7,239
shares
|
$256,839
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
7,112
shares
|
$252,333
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
7,104
shares
|
$252,049
0.0% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
7,103
shares
|
$252,014
0.03% of portfolio
|
Q3 2022
Reduced 21.97%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
7,028
shares
|
$249,353
0.01% of portfolio
|
Q3 2024
Reduced 44.41%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
6,951
shares
|
$246,621
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Gateway Investment Advisers LLC
|
Jan 14, 2025 Q4 2024 |
6,915
shares
|
$245,344
0.0% of portfolio
|
Q4 2024
Reduced 9.89%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
6,900
shares
|
$244,811
0.0% of portfolio
|
Q2 2024
Added 86.49%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
6,865
shares
|
$243,570
0.0% of portfolio
|
Q3 2024
Added 13.28%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
6,837
shares
|
$242,576
0.17% of portfolio
|
Q4 2024
Reduced 17.09%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 14, 2024 Q3 2024 |
6,835
shares
|
$242,505
0.2% of portfolio
|
Q1 2020
New holding
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
6,835
shares
|
$242,505
0.06% of portfolio
|
Q1 2023
Reduced 7.45%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
6,829
shares
|
$242,292
0.15% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
6,800
shares
|
$241,263
0.01% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
6,790
shares
|
$240,909
0.0% of portfolio
|
Q4 2023
Reduced 29.4%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
6,744
shares
|
$239,277
0.11% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
6,658
shares
|
$236,225
0.02% of portfolio
|
Q2 2024
Reduced 13.09%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
6,470
shares
|
$229,555
0.02% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
6,342
shares
|
$225,014
0.02% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
6,325
shares
|
$224,410
0.15% of portfolio
|
Q4 2024
Added 41.66%
|