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 738 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 $8.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,531
shares
|
$94,836
0.0% of portfolio
|
Q1 2023
Reduced 7.32%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,511
shares
|
$94,087
0.0% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
2,473
shares
|
$92,663
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,471
shares
|
$92,588
0.0% of portfolio
|
Q1 2025
Added 17.39%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
2,338
shares
|
$87,604
0.01% of portfolio
|
Q4 2024
Reduced 7.88%
|
|
|
Vega Investment Solutions
Paris, I0 |
May 14, 2025 Q1 2025 |
2,312
shares
|
$86,630
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
2,130
shares
|
$79,811
0.04% of portfolio
|
Q1 2025
Reduced 23.49%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
2,082
shares
|
$78,012
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,053
shares
|
$76,925
0.01% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
2,026
shares
|
$75,914
0.04% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
2,022
shares
|
$75,764
0.01% of portfolio
|
Q2 2025
Added 39.16%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jul 18, 2025 Q2 2025 |
2,000
shares
|
$74,940
0.04% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
1,907
shares
|
$71,455
0.0% of portfolio
|
Q1 2025
Reduced 13.87%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,907
shares
|
$71,455
0.0% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
1,843
shares
|
$69,057
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,815
shares
|
$68,008
0.0% of portfolio
|
Q4 2023
Added 0.55%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
1,766
shares
|
$66,172
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
1,695
shares
|
$63,511
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
1,693
shares
|
$63,436
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,677
shares
|
$62,837
0.01% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
1,665
shares
|
$62,387
0.01% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
1,657
shares
|
$62,087
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,625
shares
|
$60,888
0.01% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
1,531
shares
|
$57,366
0.0% of portfolio
|
Q1 2025
Added 24.67%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
1,500
shares
|
$56,205
0.01% of portfolio
|
Q3 2023
Reduced 52.15%
|