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 743 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 $8.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
6,457
shares
|
$250,919
0.14% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
6,344
shares
|
$246,527
0.02% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
6,325
shares
|
$245,789
0.16% of portfolio
|
Q4 2024
Added 41.66%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
6,301
shares
|
$244,856
0.06% of portfolio
|
Q1 2025
Reduced 18.77%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
May 07, 2025 Q1 2025 |
6,279
shares
|
$244,001
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
6,267
shares
|
$243,535
0.03% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Fulcrum Capital LLC
|
Apr 08, 2025 Q1 2025 |
6,250
shares
|
$242,875
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
6,250
shares
|
$242,875
0.04% of portfolio
|
Q3 2020
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
6,195
shares
|
$240,737
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
6,185
shares
|
$240,349
0.02% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
6,174
shares
|
$239,921
0.01% of portfolio
|
Q4 2023
Reduced 0.93%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
6,174
shares
|
$239,921
0.03% of portfolio
|
Q3 2024
Reduced 42.97%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
6,039
shares
|
$234,675
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
6,000
shares
|
$233,160
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
May 12, 2025 Q1 2025 |
5,930
shares
|
$230,439
0.18% of portfolio
|
Q1 2020
New holding
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
5,811
shares
|
$225,815
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
5,727
shares
|
$222,551
0.16% of portfolio
|
Q1 2025
Reduced 16.24%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
5,688
shares
|
$221,035
0.0% of portfolio
|
Q3 2024
Reduced 20.99%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
5,688
shares
|
$221,035
0.0% of portfolio
|
Q2 2024
Added 4.39%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,606
shares
|
$217,849
0.0% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
5,599
shares
|
$217,577
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
5,548
shares
|
$215,595
0.03% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
5,528
shares
|
$214,818
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
5,483
shares
|
$213,069
0.0% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
5,477
shares
|
$212,836
0.0% of portfolio
|
Q1 2025
Reduced 5.47%
|