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 |
|---|---|---|---|---|---|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
4,463
shares
|
$173,432
0.01% of portfolio
|
Q2 2022
Added 3.1%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
4,362
shares
|
$169,507
0.0% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
3,805
shares
|
$147,862
0.0% of portfolio
|
Q1 2025
Reduced 60.76%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
3,738
shares
|
$145,258
0.02% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
3,547
shares
|
$137,836
0.03% of portfolio
|
Q4 2024
Reduced 11.99%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
3,409
shares
|
$132,473
0.01% of portfolio
|
Q3 2024
Reduced 15.47%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
May 14, 2025 Q1 2025 |
3,362
shares
|
$130,647
0.0% of portfolio
|
Q1 2025
Reduced 12.88%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
3,349
shares
|
$130,142
0.01% of portfolio
|
Q1 2025
Added 54.47%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
3,342
shares
|
$129,870
0.01% of portfolio
|
Q4 2023
Added 1.36%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,341
shares
|
$129,831
0.0% of portfolio
|
Q3 2021
Reduced 8.24%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
3,275
shares
|
$127,266
0.03% of portfolio
|
Q1 2025
Added 656.35%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
3,248
shares
|
$126,217
0.0% of portfolio
|
Q1 2025
Added 220.32%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
3,142
shares
|
$122,098
0.02% of portfolio
|
Q1 2022
Added 11.02%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
3,130
shares
|
$121,631
0.0% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
3,075
shares
|
$119,494
0.0% of portfolio
|
Q3 2023
Reduced 9.21%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,074
shares
|
$119,455
0.01% of portfolio
|
Q1 2020
Reduced 1.27%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
3,020
shares
|
$117,357
0.01% of portfolio
|
Q2 2024
Reduced 2.45%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
2,987
shares
|
$116,074
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,887
shares
|
$112,188
0.0% of portfolio
|
Q4 2024
Reduced 26.33%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,729
shares
|
$106,048
0.0% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
2,681
shares
|
$104,183
0.01% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
2,641
shares
|
$102,629
0.02% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
2,612
shares
|
$101,502
0.0% of portfolio
|
Q1 2025
Added 465.37%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
2,598
shares
|
$100,958
0.0% of portfolio
|
Q1 2025
Reduced 31.09%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,531
shares
|
$98,354
0.0% of portfolio
|
Q1 2023
Reduced 7.32%
|