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 |
|---|---|---|---|---|---|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
5,468
shares
|
$212,486
0.01% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
5,461
shares
|
$212,214
0.01% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
5,430
shares
|
$211,009
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
5,409
shares
|
$210,193
0.0% of portfolio
|
Q1 2025
Reduced 17.97%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
5,392
shares
|
$209,533
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
May 15, 2025 Q1 2025 |
5,360
shares
|
$208,289
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
5,351
shares
|
$207,939
0.0% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
5,350
shares
|
$207,901
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
5,329
shares
|
$207,084
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
5,322
shares
|
$206,812
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
5,276
shares
|
$205,025
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
5,270
shares
|
$204,792
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
5,247
shares
|
$203,898
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Apr 25, 2025 Q1 2025 |
5,206
shares
|
$202,305
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
5,205
shares
|
$202,266
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,200
shares
|
$202,072
0.0% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
5,179
shares
|
$201,255
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Apr 16, 2025 Q1 2025 |
5,128
shares
|
$199,274
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
5,105
shares
|
$198,380
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
5,000
shares
|
$194,300
0.01% of portfolio
|
Q4 2020
Reduced 23.08%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,968
shares
|
$193,056
0.02% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
4,952
shares
|
$192,434
0.0% of portfolio
|
Q1 2025
Reduced 55.98%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
4,736
shares
|
$184,040
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
4,577
shares
|
$177,862
0.03% of portfolio
|
Q2 2022
Reduced 6.15%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
4,487
shares
|
$174,364
0.0% of portfolio
|
Q1 2025
Reduced 92.47%
|